About us

About us

We provide independent financial advice to help you get exactly what you want out of life. Using market leading technology combined with the highest level of technical expertise, we set you on the path to achieving your goals and enjoying lifelong financial wellbeing.

Our clients are professionals and business owners looking to plan for their future, as well as those who are retired or approaching retirement. Whatever stage you’re at, we’ll commit to you for the long-term.

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Pensions

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Investments

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Protection

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Inheritance Tax

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“Dale was able to look in detail, at the range of options, and advised on a time scale for implementing some of the options; even sending me a link to check out my State pension. Certainly, I will be recommending Dale to friends and colleagues” Amanda Adams September 2021

“Dale made us both comfortable when he discussed the various financial planning for our Savings & Pension monies. We have contacted Dale for further financial advice since then as we both felt Dale would explain parts of our policy that needed addressing going forward, with no obligation Dale rested our fears & this made our next step easier to plan” Robert F September 2021

book a no obligation consultation

The Advice Journey

The Advice Journey

Consultation

Initial consultation at our own cost where we will discuss your objectives and plans for the future. At this stage we will gather basic information from you and establish exactly where we can help. You will find out about how we work and have the opportunity to ask questions to decide if you would like to work together.

Advice

This is where I will present you with your personalised financial plan tailored to the achievement of your personal goals including sophisticated forecasts to get a glimpse how the future may look. Relevant tax planning and your personal investment recommendation will also be discussed and all of my advice will be detailed in a suitability report for you.

Implementation

The point where we are actioning the financial plan. This includes applying to product providers, arranging transfers, the sale and purchase of investments, completing documentation and the processing of applications.

Ongoing service

To ensure the advice remains suitable you will receive an ongoing service which will include;

  • Annual meeting to review your financial plan taking into account performance, market updates, tax changes and legislative changes that impact you
  • Annual cashflow forecasting to track your plans progress each year
  • Ongoing membership to a state of the art client portal to track your accounts
  • Ongoing access to your financial adviser
  • Regular updates and newsletters
start your journey

The Advice Journey

The Advice Journey

Consultation

Initial consultation at our own cost where we will discuss your objectives and plans for the future. At this stage we will gather basic information from you and establish exactly where we can help. You will find out about how we work and have the opportunity to ask questions to decide if you would like to work together.

Advice

This is where I will present you with your personalised financial plan tailored to the achievement of your personal goals including sophisticated forecasts to get a glimpse how the future may look. Relevant tax planning and your personal investment recommendation will also be discussed and all of my advice will be detailed in a suitability report for you.

Implementation

The point where we are actioning the financial plan. This includes applying to product providers, arranging transfers, the sale and purchase of investments, completing documentation and the processing of applications.

Ongoing service

To ensure the advice remains suitable you will receive an ongoing service which will include;

  • Annual meeting to review your financial plan taking into account performance, market updates, tax changes and legislative changes that impact you
  • Annual cashflow forecasting to track your plans progress each year
  • Ongoing membership to a state of the art client portal to track your accounts
  • Ongoing access to your financial adviser
  • Regular updates and newsletters
start your journey

Book your free consultation

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