Services for individuals

Looking after your personal finances, in the way that suits you

A single focus on all your money matters

Realising your financial aspirations, addressing any concerns, and meeting your responsibilities.

We can help with all aspects of managing your wealth, through one joined-up service, coordinated by one adviser.

We tailor our support to your individual needs and ambitions, and this can include:

• personal tax
• will writing 
• probate guidance 
• creating a Lasting Power of Attorney 

You’ll find our ‘one-stop shop’ approach leads to a truly personalised service. It gives us the opportunity to understand thoroughly your goals and challenges – and therefore to provide highly relevant, valuable advice.