Protecting my family

It’s never too early to plan for peace of mind. We’ll help you meet family goals and work out how to look after your loved ones both while you’re here and after you’ve gone.

Here from insurance to inheritance

Financial planning for your family takes care of a lot of the ‘what ifs’. Like how do you cover mortgage payments and school fees if you suddenly need to stop working?  We’re also there for the ‘what’s next’. Like how to make sure your loved ones aren’t faced with an unexpected tax bill after you’re gone. 

Think ahead

A pension gets more valuable the longer you have it. Some legal arrangements like powers of attorney need early action. We’ll take the long view so you can have peace of mind knowing everything’s in order.

Close the advice gap

Research shows that people who get financial advice build up more valuable assets than those who go it alone – especially with a dedicated adviser and team who know your goals inside-out.

Access anytime, anywhere

Our bespoke client platform means with just one login you’ll keep track of all your plans, policies and paperwork – and can securely message your dedicated adviser when it suits you.

Not sure if you need financial planning? Ask yourself these questions:

Do I have a dream?

Financial planning isn’t just about being practical and sensible. It’s about having fun too. We’re serious. Dream big. We have your back.

Can I see what’s coming?

No-one has a crystal ball, but our chartered firm can map out a path that accounts for shifts you might not see coming. While you free up time and focus to take care of business as usual.

Do I have access to the best advice?

We offer decades of high-end financial expertise through Benchmark and are backed by Schroders. That’s two centuries of combined experience, connections and knowledge, all at your fingertips.

Need help answering these questions?

Our dedicated advisers are happy to help.