Senior executives and professionals

You are an individual with your own ambitions and concerns. Therefore, our work always starts with understanding you. That way, we can help you make the best decisions with your money.

We do, however, often find that professionals and senior executives come to us with many of the same kinds of challenges.

You may face challenges around tax: how much you pay and how you can maximise all available opportunities to legitimately reduce your tax bill.

You may want to give your children the best start in life with a private education, or you may have ambitions to build your own home or relocate.

We’ll help you work out how you can achieve your goals, while also ensuring you are putting enough aside for the future.

Whether your questions are around saving for early retirement, gifting your children money to help them onto the property ladder, or readjusting your work-life balance, we will provide you with clarity on exactly what is possible and a plan to help you get where you want to be.

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 and your family’s 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.