Life is punctuated by big financial events: buying a home, starting a family, educating children, planning a wedding, becoming grandparents, retiring and living happily ever after.

Most of us will experience some or all of these events during our lifetime, and effective financial planning can help make sure they are not big financial shocks. Working with you, we can put together a plan to make sure you have the money and resources you need at different stages of your life.

Our personal financial planning services include: 

  • Mortgages: saving for a deposit; choosing the right mortgage and the best way to pay it over the years
  • Investments: planning for the long term; capturing the returns of the stock market and building a portfolio that works for you
  • Savings: holidays, weddings and big occasions – making it affordable

To find out more, contact