Our Investment Planning Services

Our expert team of investment and wealth management specialists are on hand to advise and guide you through making the best decisions with investments - for both you and your business. 

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For you

Creating and maintaining the right investment strategy is vital to securing your financial future.

Identifying your objectives, both short and long-term, is the starting point and a key focus of the initial financial planning meeting we have with our clients. We do this whilst keeping things clear for you to understand. You can rest assured that all of our advisors are fully qualified, experienced and above all easy to talk to.

With a combined department experience of 500 years, there is little we have not heard before and there is certainly no such thing as a silly question.


For you Image

Whether you are thinking about your retirement options, in receipt of an inheritance or just bewildered by technical jargon, we believe that successfully understanding your aspirations and your attitude to risk will drive the right planning at the right time. After all, there is nobody more important than you.

Our Wealth Management team fully research the ‘whole of the market’, analysing asset management companies, fund manager performance, fund management style, and risk ratings. Utilising this research, we create the best strategy to achieve our client’s growth objectives, ensuring all financial plans we produce are built upon a solid foundation that allows you to live the life that you owe yourself.

We will:

  • Help you identify what is really important to you
    • What opportunities would you like to take advantage of in the near future?
    • What dangers would you like to eliminate?
  • We will review your current situation, what money you have and how it is invested
  • We will work with you to develop a tailored strategy to make the most of your assets. This will include full transparency over expected returns and all fees
  • We can implement, monitor and maintain your plan to achieve your longer-term objectives
  • We will plan and react to the ever changing economic and tax landscape by taking advantage of opportunities when they present themselves and offering support during challenging times
  • We will also offer input from our specialist tax team to advise on minimising the amount of taxyou pay over your lifetime


What do our clients think?

Quote Icon If there was anything I’d have done differently to plan for my future, it would have been to speak to Leonard a long time ago! He has helped me to make smarter choices around planning for the future. Leonard has helped me to create a lifestyle plan which fits in with my future goals and milestones, giving me more security for the future, and more confidence about what I will be able to achieve.

Louise Bradford, Managing Director - Creo Communications

For your business

Creating and maintaining a viable investment plan is important for all businesses.

Whether making a new investment or reviewing your portfolio, we will give you independent advice and work with you to help build a solid strategy.

Our advisors will:

  • Tailor a plan that works for you and your business, to achieve short and long-term goals
  • Monitor your funds and adapt to any changing objectives to make sure your strategy stays as proactive as your business
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Download our guide to Investing

Formulating and maintaining the right investment strategy is vital to securing your financial future. Download our guide to investing and find the investment strategy that's right for you.

Download our guide to Investing Image

Get in touch

Whether you know what you need or just want to explore your options, we're here to help.

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