Executives and Professionals Service

We realise you will want to be seen regularly; the only question is how often. For most people an annual planning meeting is the core of this regular contact but if you (or we) feel that more regular meetings are necessary at any time we can build them into your schedule

We know the importance of being informed and as such we produce and send you regular newsletters. Also periodically we will be in contact regarding issues that personally affect you, just to keep you updated. None of this is long-winded or difficult to understand. If there is anything more complex, we’ll call and explain it to you directly.

If you need to contact Jerry between review dates, we are available via a range of communication options, including:

• Telephone
• Email
• Text
• Zoom
• LinkedIn

It is essential to know how much money you need to retire, semi-retire or simply achieve financial independence. You may even have an idea yourself and would like an expert to confirm if you are on the right track and to ensure you haven’t missed anything.

We can not only do those calculations for you from time to time, we can also provide you with smart strategies that may:

• Bring forward the date
• Change your view of what a move to retirement looks like
• Give you the confidence to re-negotiate your contracts at work, extending or improving your working life balance (if that is what you want)

One of the highest value-added tasks an adviser can perform is to simply keep you focused on your real goals and objectives. We’ll do that every year at your annual planning meetings.

Some smart tax planning can make your money last longer and provide you with more options as you approach the end of your working life.

If you already have other professional advisers in place, it is essential your financial adviser is able to fit in and work with them effectively. We have a great deal of experience working with other professional advisers including accountants, lawyers and corporate financiers.

If you do ever need another professional to deal with a specific issue, we have an extensive and trusted network of contacts we can connect you with. Members of our professional network have been hand selected for their complementary skills and expertise. With our guidance they will work together seamlessly to manage all aspects of your affairs.

“We realise that your financial concerns cannot be dealt with in isolation, that’s why we’ve assembled an expert team of professional advisers to provide guidance on all aspects of your affairs as both a business owner and private client.”

Jerry Wellington, Financial Planner

As an executive/professional we understand the issues that affect you, both personally and professionally. We also realise that sometimes members of your family face challenges which you would like to help them with. These could include the following:

• Care home funding for your parents
• Paying for education, for children or grandchildren
• Help with property purchase or debt reduction for your children
• Gifting money safely, down through the generations

We provide advice on each of these matters, as part of our Executive and Professionals Service.

Our aim is to simplify everything that can be simplified, speaking to you in a way you can understand without any jargon. We will take on as much or as little as you want us to – it is entirely up to you.

Pensions are extremely tax effective but unfortunately, they are also very complicated and confusing. We can guide you through the pensions minefield, keeping it clear and simple at the same time.

Our investment approach is straightforward and sound. Most clients have worked hard to accumulate what they’ve got and don’t want or need to be taking too much investment risk, so we don’t either.

When it comes to estate planning you want to ensure the right funds end up in the right hands at the right time, without paying a fortune in tax to the government. Drawing on our years of experience and trusted network we can deal with your estate planning and IHT issues in a way that meets your exact requirements.