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Your situation

Many people are moved to have their wealth and objectives reviewed when they are faced with a big change. We call these Big Life Events.


It's the perfect time to take advice - perhaps to help you make some difficult decisions or to tie up loose ends so you can focus on what's really important.


Some clients just want a tidy-up or want to move away from their current financial adviser.


We understand that every client's financial situation and motivation is different.

Planning for retirement

  • How do the new pension rules affect you?

  • What should you do with your tax free lump sum?

  • How long will your savings last in retirement?


Selling your business

  • Where should you invest the proceeds to generate income and make it last for life?

  • Should you start taking your pension?

  • Do you need to protect yourself from inheritance tax?


Expecting an inheritance

  • What should you do with the money you receive?

  • How could this change your life?


Winning the lottery

  • What have you always dreamed of doing?

  • Do you need advice about minimising tax and costs?

  • Are you thinking about giving some money away?


Receiving a settlement

  • Should you invest the proceeds or repay debt?

  • Do you need the money to provide a regular income?

  • What can you afford to do without the money running out?

careful and diligent

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Big life events

Contact us

Get in touch to speak to one of our financial planners about your situation and what you need. We are experts and always happy to help.