Investment & Pension Management

Our wealth management service is designed to build and preserve your wealth, save you time, simplify your life and give you greater peace of mind. As well as managing your investments, we offer a broader wealth structuring service, including advice on retirement and inheritance tax planning (IHT).

Most clients come to us with investment/pension portfolios built up over many years, so we make capital preservation a priority. We firmly believe in accumulating steady gains rather than pursuing spectacular profits which entails excessive risk taking.

As a small independent company, we can offer a truly individual service. At the same time, we employ the latest financial research data to build investment portfolios that optimise performance whilst at the same time seeking to minimise volatility.

Whether you’re looking to fund your retirement or preserve your wealth for the next generation, we can help you achieve your aims. You can also benefit from our regular review service to help ensure your portfolio remains on track to meet your hopes and aspirations.

I have always found Liam to be extremely professional, supportive and an excellent communicator. His advice is helpful and pragmatic and is always sympathetic to changing personal circumstances. Overall, an excellent Financial Advisor who I would highly recommend. C.E.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


Latest Blog Articles

A road map for investing in uncertain times

Like everyone, we have been stunned by the events in Ukraine. These are difficult andRead more

“Noise” blocking – good for your portfolio

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’,Read more