Our role sometimes requires us to facilitate family meetings, often dealing with delicate situations and complex issues. Managing family relationships is one of the hallmarks of our service and enables us to build strong relationships based on trust and discretion.
INTERGENERATIONAL PLANNING
An integrated approach to your family’s financial affairs enabling families to experience continuity and consistent advice that they can trust.
Taking the time, hassle and complexity away from managing your family’s financial affairs through the generations
FAMILY MEETING FACILITATION
FINANCIAL EDUCATION FOR THE YOUNGER GENERATION
Financial planning for future generations should begin as early as possible. We can work with the younger members of your family to help them understand their own financial positions and responsibilities.
FUNDING PENSIONS FOR THE YOUNGER GENERATION
By contributing into a child’s pension from an early age, you can help them improve their long-term financial security, especially with tax relief added to the contribution at outset and with the potential benefits of compounding interest.
SPECIALISED INVESTMENT PROPOSITIONS
The Managed Portfolio Service (MPS) is an investment management service comprised of seven investment portfolios offering value at an accessible, cost effective level for the younger generation.
SCHOOL FEES & UNIVERSITY FEES PLANNING
Private school fees are continuing to rise, so it’s important to plan as early as possible. We can help advise on the various methods available for funding private or tertiary education for your loved ones.
“A couple from Hertfordshire set up a pension for their grandchild at birth, contributing £2,880 a year. They gave it to him on his 18th birthday. The teenager was flabbergasted to be told that they had saved £118,000 in a pension and even more amazed to learn that by the time he is 60 his retirement pot could reach £1m without him contributing another penny (Based on a growth rate of 5.1%) .”
Holly Black The Sunday Times 20th Jan 2019
STAYING ON TRACK
Regular reviews are central to advising our clients, taking into account the ever-changing financial landscape, changes in legislation and changes to the family’s objectives.