Other Services

We cover most aspects of financial planning, and when other specialist expertise is required, we have access to leading providers in a range of areas.

As financial planning experts, our in-house team covers most of the areas needed to put together your long-term plan. Occasionally, however, we need to draw on others’ expertise too – for will writing or advice on charitable giving, for example – in which case we’re able to pass you on to some of the best in the business.