What we do

Our Services

For us, it’s about the relationship; it’s about the people in your life; it’s about understanding what’s important to you both now and down the line. It’s about creating, protecting and distributing the wealth you need for the life you want.

We have looked after our clients and their families for over thirty years and so understand the changing priorities as time moves on. We have helped our clients retire early, gift to grandchildren and provide a legacy for their family. We have protected them and their families against the financial impact of a serious illness or early death  and our advisers specialise in strategies to create, maintain and distribute wealth.

We know that our clients work hard – or have worked hard – to build up their wealth, and we take the trust they place in us very seriously. We want them to be able to relax knowing we are working just as hard to maintain and protect that wealth for them and their families. Our job is to give you space and time to enjoy your life without worrying about your finances.

What does your Financial Plan look like?

In a phrase, it’s not us, it’s you. We call ourselves Unique because you are. The financial plan you and your family need from us is different – possibly very different from every other family. 

Our financial advisers provide a wealth of advice, suitable products and services to help you feel confident and safe in financial planning.


Do you have the right insurances in place to protect you and your family from unexpected financial worries?


It’s importgant to plan ahead for retirement, but many of us don’t actually know where they stand.


Are you a first time buyer, struggling to get on the property ladder or in need of some trusted mortgage advice? *


Investing your money needs careful consideration. Do you know the risks involved? **


You should always consider insuring for the unexpected, protecting your business if something goes wrong.


Understand the impact or consequences of Inheritance Tax on your estate. ***

Risk Warnings:

* Your home may be reposessed if you do not keep up repayments on your mortgage.

** The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

*** HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.