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Inheritance Tax Planning
When we die, we like to think that we can leave our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from our assets, it is important to consider the impact of inheritance tax.
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Investment Management
Professional financial management allows you to consider investments to improve your overall financial wellbeing. We offer a comprehensive service and by following robust systems our commitment is to grow your financial balance.
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Retirement / Life Planning
Plan for your retirement - Advice about pensions, early retirement age and general retirement ideas to help you lead a fulfilling life. We review your finances to ensure your future income will allow you to enjoy the lifestyle you want.
Our sole objective is to help you live the life your desire.
Albert Einstein stated:
"Life is like riding a bicycle. To keep your balance, you must keep moving."
We want to help you to find your financial balance and in this way keep you moving towards your goals.
Meet Our Team
Paul Horton
Paul started the company in 2006. He is a proud father to 3 children, and if allowed any spare time enjoys cycling...
Stephen Sherwood
Steve commenced work for the company in 2012, as a para planner for the business, researching the...
Lorraine Clarke
Lorraine joined the company in 2010. Lorraine is in charge of reception, appointments, and administration...
Debbie Horton
Debbie has been with the company since its inception in 2006. Debbie looks after the financial side of the of the...
Lesley Sanderson
Before joining us in 2019, as Office Manager, Lesley spent over 35 years in the Financial Services Industry...