Private Clients

Our values are bright

Your circumstances, needs and priorities change constantly.

At our meetings we will discuss your life-time-wealth strategy, which can cover everything from protecting your family to managing your capital. We will advise you on:

  • life insurance, critical illness and income protection
  • investment planning
  • providing for your retirement
  • post retirement planning
  • estate planning and trustee investments
  • personal cashflow planning
  • if appropriate, long term care.

Working alongside our tax experts in Mitten Clarke Limited we ensure that your affairs are as simple and tax efficient as possible.

Our integrated approach to your planning is quite rare and we hope you find it a refreshing change.