Business Details
Expert Financial Advisers for Retirement Planning
We are a dedicated financial planning firm specialising in helping small business owners in Leicestershire and beyond navigate their retirement journeys. With over 22 years of experience, our approach combines life planning and financial expertise to address clients' most pressing questions about retirement, tax efficiency, and legacy planning. Our team prioritises independence, transparency, and client-centric solutions, ensuring every recommendation aligns with individual goals.We are proud to be an Accredited Financial Planning Firm and maintain RQ Certification, reflecting our commitment to regulatory excellence and client trust. Our evidence-based investment strategies, rooted in Nobel Prize-winning economics, focus on long-term results while minimising risk. Clients consistently highlight our accessible communication, tailored guidance, and the confidence we instil in their financial futures.
Services
Retirement planning
Financial planning
Investment management
Tax planning
Estate planning
Life planning
Pension advice
Wealth management
Risk assessment
Legacy planning
Highlights and features
- We are VouchedFor Top Rated Firm since 2021 with verified client reviews
- We are one of only 58 Accredited Financial Planning Firms in the UK
- Our investment strategies use Nobel Prize-winning economics for long-term results
- We maintain RQ Certification for regulatory excellence and transparency
- Our fee structure guarantees no hidden costs or surprises
Associations and certifications
- Financial Conduct Authority
- Accredited Financial Planning Firm
- RQ Certified
- Registered Life Planners
- VouchedFor Top Rated Firm
What people say
Opened my eyes
Don't worry
Always accessible
Confidence to take the leap
Not a normal financial services type
Services
Retirement planning
Our retirement planning service helps small business owners transition smoothly into retirement. We analyse your current financial position, create tailored exit strategies, and develop sustainable income plans. With expertise in pension optimisation and tax-efficient withdrawals, we ensure your capital lasts throughout retirement while maintaining your desired lifestyle.
Life planning
This service combines financial expertise with personal goal setting to create meaningful wealth strategies. Through structured consultations, we identify your life aspirations and align financial decisions to achieve them. Our Registered Life Planners use empathetic listening to create holistic plans that reflect your values and priorities.
Investment management
Our evidence-based investment approach utilises Nobel Prize-winning research to build diversified portfolios. We focus on long-term growth while managing risk through strategic asset allocation. Regular reviews ensure your investments remain aligned with your financial goals and market conditions, maximising returns with controlled volatility.
Tax planning
This service identifies legitimate opportunities to reduce tax liabilities through strategic financial arrangements. We specialise in retirement tax planning, inheritance tax mitigation, and business exit taxation. Our approach ensures compliance while optimising your financial position through legitimate tax-saving vehicles and timing strategies.
Estate planning
Our estate planning service ensures your assets transfer according to your wishes while minimising inheritance tax. We coordinate wills, trusts, and insurance solutions to protect your legacy. The process includes assessing your family's needs, creating succession plans, and implementing structures that preserve wealth for future generations.
People
Matthew Walne
Managing Director
Certified Financial Planner with 27 years' experience specialising in retirement strategies for small business owners. Chartered Fellow of the CISI and Registered Life Planner, focusing on holistic financial solutions that align with clients' personal goals and values.
Questions
What financial planning services do you offer?
We specialise in retirement planning, investment management, tax efficiency strategies, and estate planning for small business owners.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) with registration number 585145.
How do you charge for your services?
We provide transparent fee structures with no hidden costs, explained fully during our initial consultation.
Do you work with clients outside Leicestershire?
While based in Leicestershire, we work with clients across the UK through virtual consultations and remote planning.
What qualifications do your advisers hold?
Our team includes Certified Financial Planners, Chartered Fellows, and Registered Life Planners with extensive industry experience.
Can you help with emergency financial situations?
We focus on long-term planning rather than emergency services, but can help develop contingency strategies during planning.
