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Financial Planning

We provide specialist advice at all stages of life, taking into account overall financial circumstances and anticipated needs.

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“Both the Personal Tax Manager and Pensions Manager that I deal with are very responsive to issues and give me the impression that that they are strongly protective of my interests.”Private Client
Our specialist advice ensures that retirement plans, insurance and investments are flexible, tax-efficient and cost effective.
 

We offer advice on

  • Saving for retirement, including self-invest personal pensions (SIPPs) and qualifying registered overseas pension schemes (QROPS)
  • At-retirement planning on the timing and form of benefits: annuities, capped and flexible drawdown
  • General strategic personal financial planning, risk management of investments and pension funds
  • Life, critical illness and income protection insurance to safeguard family and business interests
  • Inheritance tax planning

Martin Reynard has over 20 years’ experience in advising clients on all aspects of personal financial planning providing objective financial advice, tailor-made to individual needs. In particular, he is an acknowledged expert in the technically complex field of retirement planning for high net worth individuals.