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Testimonials

"We are very pleased to have Helen's guidance and professionalism in our financial affairs, and appreciate her efforts on our behalf. In particular, we are glad she is managing our portfolio and taking steps to reduce our inheritance tax liability"....

Equity Release - Fixed for Life?

Equity release is becoming more and more popular, because many retired people do not have enough income to live on, but they do have money tied up in the value of their homes....

Welcome

I hope you are here for one of the following reasons:

You’re just starting out and you want to save sensibly for your future

You have never taken independent financial advice, and realise that it could help you to achieve your ambitions

You need help to pull your finances together to see how you could achieve a long-term goal, such as retirement planning

Your finances have got so complicated that you need help to simplify them

It’s time for your regular financial check-up and your usual adviser isn’t available

You have taken financial advice in the past, but you aren’t happy with it, or haven’t reviewed it for a long time

Your circumstances are changing, perhaps due to divorce, or an inheritance, moving abroad or coming to live in the UK

You are looking for advice for someone close to you – perhaps because they need to pay for long term care, or release equity from their home

Your finances are ok but you want to check that your family isn’t going to pay too much Inheritance Tax when you die

You just want to ask specific questions about financial matters, and not get embroiled in a complete review

You want an adviser who will work on the basis of either fees, commission, or a mixture of the two – whatever is best for you

There are others, but the list is long enough for now! I hope you get the feel of how flexible my service is, and that it is based (initially at least) on advice rather than products.