About you
Those who benefit most from our work are usually planning for or transitioning into retirement. You are possibly unsure about what to do “for the best”, from the range of choices available. You may also lack the time, inclination and expertise to do it yourself.
You may be retired already and wishing to get more from your financial resources, or thinking about a succession plan for your children and grandchildren. We often work with whole families and trustees to preserve and maintain the family wealth for future generations.
You will typically have investable assets or pension funds of at least £250,000 and if you are still working, you are likely to have earnings in excess of £75,000 per annum.
We serve the financial planning needs of individuals living in the towns and villages within a 20 mile radius of Witney. Many of our clients are, or were, professional people, business owners, or senior executives, as well as their parents and children.
If you are looking to work in partnership with a professional financial planner who
- listens to you
- is focused on what is really important
- is completely impartial, transparent and objective
then you’ve come to the right place.
We hope we can earn the right to work with you as your trusted adviser for many years to come.
See our approach to advice