Business Details
Expert Financial Planning Services
We are a small family practice dedicated to helping clients plan for a fulfilling retirement. Our approach focuses on building long-term relationships, creating tailored financial plans, and providing ongoing support to adapt to changing needs. With expertise in wealth management, we guide clients through investment planning, retirement income strategies, and protection measures. Our process begins with understanding individual circumstances, followed by developing actionable plans to achieve financial goals.We prioritise simplicity, transparency, and accessibility, ensuring clients feel supported throughout their financial journey. As an Appointed Representative of St. James's Place Wealth Management plc, we combine local service with the strength of a regulated industry leader.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We build long-term relationships with clients through regular reviews and open communication.
- Our tailored approach addresses specific retirement income needs and lifestyle goals.
- We specialise in simplifying complex financial planning for clarity and confidence.
- Our team combines local expertise with the resources of a regulated industry leader.
- We prioritise accessibility, allowing clients to contact us whenever needed.
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
We develop tailored investment strategies to grow clients' wealth while aligning with their risk tolerance and financial goals. Our approach combines market expertise with ongoing portfolio reviews to adapt to changing circumstances. Clients benefit from transparent reporting and regular performance assessments to ensure their investments remain on track.
Retirement Planning
Our retirement planning service creates sustainable income streams for post-work life. We analyse current assets, projected expenses, and lifestyle aspirations to design comprehensive pension strategies. This includes tax-efficient withdrawal plans and contingency measures for healthcare or long-term care needs.
Protection Planning
We implement safeguarding strategies to protect clients' financial security against unforeseen events. This includes life insurance, critical illness cover, and income protection policies tailored to individual circumstances. Our approach ensures families and dependents remain financially supported during challenging times.
Corporate Services
We provide strategic financial solutions for business owners, including succession planning and employee benefits packages. Our corporate services focus on preserving company value while supporting owners' personal financial objectives. This includes integrated planning for business and personal asset protection.
Intergenerational Wealth
Our intergenerational wealth management helps clients transfer assets efficiently to future generations. We combine tax planning, trusts, and gifting strategies to preserve family wealth while respecting individual wishes. This service ensures smooth wealth transitions while minimising inheritance tax liabilities.
People
Gordon Wills
Financial Consultant
Gordon Wills brings extensive experience in personal finance and retirement planning. He specialises in creating tailored strategies that adapt to clients' evolving needs, focusing on long-term financial security. His approach combines technical expertise with a commitment to building lasting client relationships.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth management tailored to individual client needs.
How do you approach retirement planning?
Our retirement planning process analyses current assets, lifestyle goals, and potential risks to create sustainable income strategies. We focus on tax efficiency and adaptability to changing circumstances.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How often do you review financial plans?
We conduct regular reviews and offer ongoing support, ensuring plans remain aligned with clients' evolving financial situations and objectives.
Can you help with business-related financial planning?
Yes, we provide corporate financial services including succession planning and integrated strategies for business and personal asset management.
Reviews (3)
Siobhan O'Flynn
Apr 27, 2021
Report
Positive:Professionalism,Responsiveness
Professional and friendly service, great communication and support with any questions. Georgina offered helpful, pressure-free advice and guided us through the process in a way that was easy to understand. Would recommend to everyone. Thank you!
Professional and friendly service, great communication and support with any questions. Georgina offered helpful, pressure-free advice and guided us through the process in a way that was easy to understand. Would recommend to everyone. Thank you!
Jake Gowan
Apr 23, 2021
Report
Positive:Professionalism,Responsiveness,Value
Absolutely brilliant service provided by Georgina; more importantly brilliant communication and transparency throughout. My fiance and I were given the piece of mind that our daughter would be financially secure should the worse happen which is a huge weight from our shoulders.
Absolutely brilliant service provided by Georgina; more importantly brilliant communication and transparency throughout. My fiance and I were given the piece of mind that our daughter would be financially secure should the worse happen which is a huge weight from our shoulders.
Louise Housecroft
Apr 14, 2021
Report
Georgina was extremely friendly and knowledgeable. She made it very easy to understand when explaining my options, clearly explaining all benefits and risks. The whole process was handled in a professional manor, and I found the documentation provided very helpful. I would recommend to anyone who needs financial advice!
