This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.


How can I consolidate my pension policies?

Clive’s Retirement Challenge

With only 5 to 10 years before he retired, and multiple pension policies Clive wanted to be sure about how much income he would need to retire and where it would come from.

Read more

CATEGORIES Investments

How to Invest and Protect Your Business

An Investment Challenge

After successfully setting up a business with two other directors, Claire Wilson wanted to obtaining alternative investment options for her business.

Read more

CATEGORIES inheritance

Inheritance Tax

Managing financial exposure to IHT

As a successfully businessman, Mr Davies had accumulated wealth over a number of years and therefore had a substantial inheritance tax (IHT) exposure. With over £2 million of assets over and above the IHT allowance, the client was seeking our advice about how to reduce this financial exposure.

Read more

CATEGORIES Investments, Pensions

Our Investments are Performing Poorly

Paul and Anne’s Retirement Issue

Paul and Anne were dissatisfied with the performance of their existing pensions and investments. They felt that their pensions were not properly managed and were looking for a financial adviser to review them to understand how to improve the level of their income in retirement.

Read more

CATEGORIES Investments, Pensions

A Self-Invested Personal Pension -SIPP


Darren was looking to purchase a secure storage facility for his growing local business Tailored Flooring. As an existing client, he sought our advice on how to make a successful purchase.

Read more

CATEGORIES mortgage, protection

Protecting my mortgage


Richard and Emma had recently remortgaged their house to consolidate some of their finances. With two young children, they were keen to protect their mortgage in the event of their death or critical illness.  They did not want to burden their children with any debts or hassle should the unforeseen arise.

Read more


What are my options when I retire?

Paul’s Retirement Issue

Over the course of his career, Paul had acquired several pensions and investments in addition to income generated from his business and wanted to know how to structure them in preparation for his future retirement. He was also looking for flexibility around when he could draw upon his pension but was unsure about how to achieve this.

Read more

CATEGORIES Financial Planning, Investments, Pensions

When will I be able to retire?


Andy and Alison Gascoyne approached us as they were wanted to spend more time travelling and sailing their boat. They wanted to know when they would be financially secure to retire or semi-retire to achieve this aim.

Read more

Arrange a free initial no obligation consultation

Enter security code:
Security code

Occasionally we may email you with financial information/articles which may be of interest to you – please tick the box to let us know you’re happy for us to contact you.

Or call on 0117 907 1965


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.


41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965