Building wealth

Financial planning will help you gain control over not just your money, but the direction of your future life too.

Your focus right now may be on advancing your career, building your business, or giving your children the best start in life. In which case, you may have immediate concerns such as how to fund your children’s education, how to pay your mortgage off quickly, and how to ensure your loved ones are financially protected in the event of unplanned circumstances.

Your financial plan will help you find solutions to your specific personal concerns and objectives. In addition, we will show you how to lay the foundations that enable you to build your wealth and reach your financial and lifestyle goals over the long term, and prepare you for the challenges and opportunities that lie ahead.

How we help


A plan

It’s easy to get caught up with day-to-day living and find yourself drifting towards a future you haven’t chosen for yourself. Financial planning can be a welcome chance to assess where you’re heading and whether you want to change course. Our work together will give you the opportunity to pinpoint what you want your future to look like and how you can position your money to obtain it.



Where our analysis suggests investing could help you achieve your goals, we’ll design a portfolio that is aligned to your personal financial goals, and your attitude to risk. Whether you are a cautious investor looking for steady long-term growth or more adventurous and happy to accept a greater level of risk, our Investment Proposition is designed to accommodate your requirements.



Gain peace of mind that your loved ones won’t be financially impacted should you lose your health, livelihood or life. We don’t push our clients into expensive, one-size-fits-all insurance products, but carefully design a strategy that fits around your life and all those people who are precious to you.



Make sense of your options and secure your dream property. We’ll help you access and select the right solutions for you, that are affordable and that fit with your long-term financial goals.

Visit our Mortgages page.


Estate planning and trusts

Many people put off estate planning until later life. But there are significant advantages to getting your arrangements in order at the earliest possible opportunity. If you have dependents, you’ll want to be sure they will be taken care of in line with your wishes, and provided for financially at the time of your death. We can also help ensure that tax isn’t a burden where it needn’t be.


Tax planning

Our experienced Financial Planning Consultants will help you maximise all available, legitimate opportunities to reduce your tax burden. We will make recommendations for ways you can arrange your taxes, investments and wider financial affairs to reduce your own and your family’s current and future tax liabilities, ensuring that more of your wealth is put towards saving for the future and living your life to the full.

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.