This part of the website is intended only for the use of Financial Advisers and other professionals who are authorised and regulated by the Financial Conduct Authority. The contents are not designed to be suitable for retail clients. Additionally, this section is only intended for residents of the United Kingdom and any action or dispute arising as a result of this website shall be determined under English Law.
This part of the website is not intended to be and as such should not be regarded as an offer or solicitation to conduct investment business as defined by the Financial Services and Markets Act 2000 in any jurisdiction other than the United Kingdom.
The value of investments may go down as well as up and is not guaranteed. Investors may get back less than they have invested. Past performance is not a guide to future performance. Different portfolios have different levels of risk. Fluctuations in foreign currency exchange rates may have a negative effect on the value, price or income of some investments. Changes in interest rates are likely to affect the capital value of investments within bond funds.
The information contained within this section of the website should not be distributed to, or in any ways relied upon by, retail clients.
By clicking accept below you confirm that you are a professional adviser, accept the above and wish to continue to this site.
Will is a pension specialist including advising clients on technical SSAS formation and wind up. He is also an expert witness in Pension Sharing and Divorce cases. He classifies himself as providing a client friendly ‘plain English’ advice process with a track record of consistency and achieving client’s financial targets. Will has over 15 years’ experience of working with trusted professional connections in the legal and accountancy world.
Andrew is a pensions specialist including expertise in advising clients on technical SSAS formation and wind up. He is an expert witness in pension sharing and divorce cases. Andrew provides a client friendly ‘plain English’ advice process to his predominantly mature client base and prides himself on consistency and ongoing target achievement for his clients. Andrew has over 25 years’ experience of working with local accountants to add value to their client service proposition.
Richard is a Senior Financial Adviser with over 30 years’ experience working in financial services with the last 18 years working as an adviser. Richard specialises in all aspects of financial planning and prides himself on developing and maintaining close client relationships. His clients often comment that they wish they had met him years earlier as they feel that they would be in a better financial situation had they done so.