Private Client

Providing clients confidence and financial security

We understand that no one client is the same which is why we tailor every personal recommendation to your individual circumstances. As you progress along your life cycle your financial priorities and requirements will change dramatically which is why we take a long term view providing holistic advice in all financial areas.

Private Client Services

Pensions & Retirement Planning - Private Client Services

Pensions & Retirement Planning

Pensions offer one of the most tax efficient wrappers available to an investor and should always be considered regardless of your age. The earlier you start with your retirement planning, the more comfortable retirement will be.

Investment Management - Private Client Services

Investment Management

We will always consider all available investment options before making a recommendation. It is our aim to maximise your returns as tax efficiently possible to ensure your money works harder so you don’t have to.

Protecting Your Family & Wealth - Private Client Services

Protecting Your Family & Your Wealth

The foundation for any financial plan is having protection in place to replace your income, provide for your loved ones and protect your savings if you were to ever to die or suffer a serious illness or accident.

Tax, Trusts & Estate Planning - Private Client Services

Tax, Trusts & Estate Planning

Financial advice and tax planning go hand in hand. The more tax you save, the more money you keep for yourself and your loved ones. We can provide specialist advice to reduce or remove completely any inheritance tax liability you may have.

Mortgages & Equity Release - Private Client Services

Mortgages & Equity Release

Whether it be your first home or the financing of a portfolio of buy to let properties we can help do this in the most cost effective way. We are also able to provide advice into later life if you need to consider releasing the equity back out of your property.

Care Fees Planning - Private Client Services

Care Fees Planning

People are living much longer but this has meant more people are having to do so in care. Our later life specialists are able to remove any uncertainty around paying for care and ensure if having to self-fund that your savings can fund this for as long as is needed.

"Not only is he switched on with regards to all the latest happenings in the financial world but is a genuine nice guy... A pleasure to deal with"

Terence Jones - Wirral

"Nothing is too much trouble to him. He has your interests at heart"

Mark Benson - Liverpool

"Superb service, really friendly and professional. Couldn't fault him at all"

Jackie Penny - Kent

"Sean is very knowledgeable and I would highly recommend him for your financial planning matters"

Andrew Groom - Liverpool

"I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider"

Allan & Christine Hall - Merseyside