Since the very beginning our vision has been to create a firm recognised as being ‘a little bit special’ – one that stands out with our commitment to keep you, our client at the centre of everything we do. We have a highly experienced team of advisers with expertise covering all areas of financial planning with advisers specialising in areas such as: - Mortgages Occupational (Defined Benefits) Pensions Equity Release Long Term Care Planning Trusts and Estate Planning Every individual client is unique and so we pride ourselves on taking the time to understand your needs and tailoring our approach. It is the management of our clients’ risks that has inspired our website & Riskograph – we hope you find it helpful! As we have confirmed our specialities below, we must stress the following: - The value of pensions and investments can fall as well as rise. You may get back less than you invested; and Tax treatment varies according to individual circumstances and is subject to change.