Financial planning

Our financial planning services aim to help you achieve your future financial objectives, whether for yourself, your family or your business.

Our clients receive the very best financial planning advice, from people they can trust, delivered to the highest professional standards.

Having personal financial planning specialists in our offices means that our partners and managers can work together with our advisers to ensure the best solution to meet your needs, however complex.

Ask our Financial planning experts

Andrew Whiteley square

Andrew
Whiteley

Letchworth

Angela Johnston

Angela
Johnston

Nottingham

Jon Warsop

Jon
Warsop

Nottingham

Martin Gorvett square3

Martin
Gorvett

Letchworth

Paul Byett

Paul
Byett

Newport

Paul Woodward

Paul
Woodward

Sittingbourne

Peter Miller

Peter
Miller

London

Latest news

An increase is expected in the cost of women's life assurance

On average women live longer than men and as a result pay lower life assurance premiums. A ruling by the European Court of Justice has outlawed the current practise of offering different life insurance rates for men and women.
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The protection gap - life assurance and pensions

Many leave the provision of life assurance and pensions to their employers, although unfortunately they do not consider whether, in the event of a claim, the benefits provided would be sufficient to allow a reasonably comfortable lifestyle to be maintained.   
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The pension lifetime allowance and fixed protection

The value of the lifetime allowance is to be reduced from £1.8 million to £1.5 million in April 2012.
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The Pensions Act 2011

The Pensions Act 2011 received Royal Assent on 3 November.  Two key changes are taking place.
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Latest publications

Financial update: February 2012

Download our financial update for a series of articles including how to make the most of non-mainstream planning, utilising your annual Individual Savings Account (ISA) allowance and information on the Recent Retail Distribution review (RDR).
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Financial update: January 2012

Download our financial update a series of articles covering family protection and urgent aspects of pension planning.
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Financial update: December 2010

This update provides full details of the tax relief on pensions savings and the changes to annual allowances.
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