Who we help
Our typical clients have two things in common. Firstly, just like many others, they need help planning their finances in one way or another. This may be for a whole host of reasons, sometimes short term, sometimes long term, usually both.
However, secondly, they are also ethically minded people who are socially and environmentally conscious. They have a need and a desire to be able to control and manage their own destinies, but at the same time don’t want to do so whilst putting others or the planet in jeopardy. In fact, in an ideal world they would like to help themselves, whilst helping others and the planet at the same time.
This is where we come in.
To discover more about the five broad areas that our typical client falls into click below. However, if you don’t sit squarely within one of these boxes but think we still might be right for you, don’t fret!
Give us a call and after a brief conversation we should be able to get a feel as to whether we can help or not.
You’re planning for retirement
- Pension tidy up
- Growing investments
- Retirement guidance
You’re in retirement
- Income generation
- Passing on assets
- Investment management
You’ve received a lump sum
- Inheritance
- Pension cash
- Windfalls
- Business sale
- Career leap
You’re looking to invest with charitable intent
- Gifting excesses
- Managing charity funds
- Leaving a charitable legacy
You have complex affairs
- Multiple goals
- Large families
- Tax concerns
- Divorce
- Mental incapacity
