We are proud to be a family-owned and managed firm with over 30 years' experience in providing independent, holistic financial planning advice to both individuals and businesses throughout Cumbria and beyond. For Your Business… Whether you run a micro-business or employ hundreds of people there are several ways our financial planning can help add value to your business: - Managing your business risk to ensure your business is prepared for times of crisis - Using profits and tax benefits more efficiently to create a better future for you and your company - Creating an employee benefits package to attract the best staff and reward your team - Ensuring your workplace pension is fit for purpose and providing technical help to its members, taking strain from your HR people - Providing valuable financial awareness to your team to help them make the best financial decisions at different life stages For You… Money should not be a worry or a burden but a tool for living a great life. As Independent Financial Planners, we work with you to develop and implement a tailored plan to ensure your finances will support your future and will enable you to achieve your goals. We take our time learning about what is important to you and what your vision is for the future, so we can look at how we can help make it a reality. We will look at your full financial picture, making sure all aspects of your finances work together as effectively and tax-efficiently as possible. This holistic approach will enable us to give you the most suitable and beneficial advice, putting you in the best position, both now and for the future.