Business owners &
senior executives

As a business owner or senior executive, we understand that your personal and professional lives are often intertwined. That’s why we deliver a cohesive strategy that incorporates all aspects of your life and is tailored to your needs.

Central to what we do is exploring how much is “enough”; for retirement, semi-retirement, or simply just for financial freedom. We’ll help you find your number and create a plan for achieving it.

We can also work with you and your family to help with broader financial challenges. Whether you’re looking to fund the cost of care for parents or the cost of education for children, we can help.

Please watch our video to hear more about what it’s like to work with us from someone in a similar position to yourself.

Wealth administration

Our aim is to simplify everything we can and reduce some of the burden on your time. We’ll take on as much or as little as you want us to.


We will build a straightforward and sound investment strategy that aligns with your goals and your risk appetite.


We can advise on how best to use your pension in line with your goals, including how to use it to fund the purchase of commercial property.

Business protection

From shareholder/partnership protection to key employee cover, we’ll ensure your business is in safe hands – no matter what happens.

Tax planning

We can work with you to put in place effective strategies to reduce the amount of tax your business pays, including corporation and income tax.

Estate planning

We can help manage your estate planning and IHT requirements to ensure your funds go to the right people at the right time.

Working with your other advisers

We understand the importance of being able to work effectively with your other advisers. We have a wealth of experience in working with professionals including accountants, lawyers and corporate financiers, ensuring a seamless and joined-up approach to all of your affairs.

Our reputation


I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.

Ian & Nicola – Deputy CEO and Designer


The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.

Robert & Pauline, retired


Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals

Louise, Cosmetic Dentist


We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.

Gareth and Heather, run a successful fashion business


It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after

Terry, Golf course manager


We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.

Vincent and Mary O’Connell, run a successful furniture business


How can we help you?

Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.