We can cast a fresh eye over your existing portfolio, whether you’ve been managing your own investments or would like to sense check your existing approach. We can review and suggest possible changes better suited to your needs and aspirations.
How do you make the most tax-efficient use of funds you’ve built up? How much can you safely draw down while leaving a buffer for the unexpected? We can provide the calculations, options and advice you need.
We can help you create a single tax-efficient portfolio that brings together both personal and business finances, including options around any plans you may have to sell your business and making best use of excess cash in the meantime.
Whether it’s an inheritance, savings or proceeds of a business or property sale, there are big questions to be asked and decisions should be carefully considered.
We’ll go through the sometimes complicated choices to enable you to make decisions you are comfortable with and are in line with your approach to risk.
From safeguarding your family’s future to leaving a philanthropic legacy, we can help you to put together plans that reflect your values, advising on investment structures, taxation and timing.
As an accredited member of the Society of Later Life Advisers (SOLLA), our Director Joe Rose brings compassionate knowledge to those who require specialist later life advice. Whether for yourself or as an attorney or deputy seeking objective input, he will guide you through the financial process.
Our friendly and accessible office behind Handforth Dean, easily accessible from Greater Manchester, Cheshire and beyond. Parking is available on site.
