When you feel confident about your finances, you’re free; with more time and energy to focus on the things that really matter.
Our clients come from all over London and the surrounding areas, but most are based close to us in Walthamstow, Highams Park, Chingford, Leyton, Leytonstone, Woodford and Wanstead.
We are experts, and over the years we have specialised in helping certain types of people. We typically work with people who fit into one or more of the following categories:
Planning for retirement
We help people in their 50s to plan for a sustainable and fulfilling future so that, when the time is right, retirement is a smooth and easy transition.
We enable people in their 60s to establish their retirement income, making adjustments to ensure their desired lifestyle becomes a reality.
We work with people who have already retired to mould their income to their goals and plan for the future of their family and estate.
We help parents ensure that their finances support every element of family life, from present day needs to long-term aspirations.
We work with business owners to examine the financial side of work and home life as one, so that a cohesive strategy for both can be put in place.
Children of parents going into care
We assist children of elderly parents, establishing how to best manage the cost of care and secure a suitable place for their loved one to live.