We pride ourselves on developing long term relationships with clients and aim to make what may seem complex financial products understandable. We specialise in pensions, investments, inheritance tax planning and work with specialists in the areas of group risk and mortgages.
Within the firm, Rowena Griffiths is a Chartered Financial Planner with over 20 years’ experience in Financial Services. The initial consultation is offered at no cost to you. A typical client would be planning for retirement or seeking to maximise income. For younger clients, it is also essential to protect their families in the event of illness or loss of the main earner.
Often clients have no idea how much they should be saving in order to retire or what they should be investing in. The process of financial planning involves looking at where you are today, identifying where you want to be in the future and what needs to be done to get there. In addition, Rowena works with clients in areas outside of traditional investing. For example, on death of a partner, clients often put themselves under pressure to make decisions, when actually the best advice would be to wait until later.