You have complex affairs

Does this sound like you?

If you have read the other pages about ‘Who we help’, you might well relate to some of the scenarios, but what’s niggling you is that in your particular case there is even more to contend with.  Don’t fret. We truly believe that in this day and age, if you’ve genuinely simple affairs you may be able to get by without paying for professional advice and we wouldn’t want you to waste your money.

On the other hand, the more complex things are, the more likely that you’ll benefit from it.  Do talk to us and we’ll soon be able to gauge whether we can help, but to give you a flavour of the type of things we’re happy to help with, we’ve put this list together:

Multiple goals:

Somehow you’ve ended up facing the ‘perfect storm’ of many different concerns and issues all at the same time and you can’t get your head around them all. You are afraid that the decisions you make about one could drastically affect the others. You need someone to share your concerns with to help you make the right decisions.

Health concerns:

You may be caring for an elderly or disabled relative, or you may becoming infirm yourself. As time goes by you feel pressure mounting – finances need sorting and if you leave it much longer things could go badly wrong.  You need a caring, sympathetic ear, someone that can pragmatically help you deal with what may be sensitive but important financial issues.

Unforeseen disruptions:

Until now you may have led a fairly simple life and things were slotting nicely into place as you move towards retirement and beyond. However, something has happened which has disturbed the status quo.  For example, it might be that your employer is struggling and you’ve been offered redundancy.  Should you take it or should you fight to stay on?  Or perhaps your relationship could have broken down and you are contemplating the prospect of divorce.  Or it could be that one of your adult children is suddenly facing financial difficulties and you want to help but don’t know the best way of doing so.

Business exit:

You have spent many years building up your ethical business and have money tied up in it. You are starting to think about your eventual retirement which will involve moving some of that money over to you in a personal capacity.  How do you do that in such a way as to keep everyone’s best interests at heart?

Tax concerns:

On the one hand, you are happy paying fair levels of tax as you appreciate the social good that it does, but at the same time you have to still think about your own affairs and your family and you are keen to make sure that you do pay a fair rate of tax and not an excessive, unnecessary amount due to bad planning. We can give you measured guidance on how to do the right thing.

Historic complexities:

You may have had complex trust investment arrangements put in place for you when you were younger which you’ve taken over but which you aren’t comfortable with. Or maybe an over-zealous former adviser convinced you to invest in a niche product that you have never really got to grips with or felt you needed.  You would like these professionally examined and assessed to help you understand if they are truly in your best interest.


Bringing order and control

Please don’t think that what you’re dealing with is too complex or difficult for us to understand. Our steady, measured, thorough approach is there to help you.

Caring for everyone

Complex affairs don’t always stay with the individual. You may have power of attorney or be the court of protection deputy for a friend or family member. No problem, we can help.

Bringing you expert guidance

We are well equipped to provide bespoke advice and ethical investment management to those with complex affairs and multiple goals.

A seamless experience

We structure what we do to suit you. If you’re house bound we can visit you; if you need large prints or other assistance, no problem; if you want a relative to attend meetings, they’re welcome.

The best kind of service

We believe in treating people how we like to be treated. If you’re going through a difficult time we acknowledge that and will work around you.

You’re getting the real deal

We are the experts in ESG funds. We’ll give you real ethical investments and help you understand the ethical debates going on behind the decisions.

Like the sound of how we work? Get in touch today to speak to us and have any questions answered. We are open from 9.30am to 5.30pm, Monday to Friday.

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