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Introduction

We’re different to most wealth management companies. We build our solutions and tailor our advice based on your objectives, your aspirations and your life.

Our investment approach is founded on evidence and models, not how we feel and our ego.  This means our recommendations are extensively researched, monitored and tested, producing robust portfolios that have consistently outperformed other similar wealth management providers.

We are a long-established firm of financial advisers, financial planners and wealth managers.  Our clients trust us to manage their investments and pensions to help plan for their future.  

 

Benefits

  • Access to market leading financial planning tools allowing you to plot your financial future
  • Dedicated financial adviser to help you with your pensions, investments and wider planning needs
  • Meetings in one of our Yorkshire offices, at your home or place of business
  • A choice of Chartered & Diploma qualified independent financial advisers (IFAs)
  • Truly independent advice ensuring you have access to the best solutions based on your needs, circumstances and objectives
  • We are authorised and regulated by the Financial Conduct Authority (FCA)
Robert Simpson, Managing DirectorRobert Simpson
Managing Director

Our Approach

We pride ourselves in providing highly personalised financial solutions to a range of individuals and businesses.  These include:

  • General Financial Planning
  • Retirement Planning
  • Pension Advice & Consolidation
  • Investment Advice
  • Protection
  • SIPP (Self Invested Personal Pension) 

Our approach matches investment strategies to the individual goals and aspirations of our clients, seeking outperformance whilst controlling risk.  Our clients are always at the centre of our thinking and strategies and can rest assured that their interests are aligned with our values.  

Harvesting a positive culture, we constantly aim to deliver an exceptional service to our clients to inspire confidence and success.

  1. Getting to know each other

    We want to understand the story of how you got here. This means understanding you, your family and your business or occupation. We’ll get to know your worries and concerns in relation to your finances and most importantly what your ideal future looks like.

  2. Pinpointing your needs

    Once we know your aspirations, we collect information from you about your current pensions, investments and protection policies. Using sophisticated financial planning software, this will enable us to create your individual financial plan, which will demonstrate exactly how to get you to where you want to be.

  3. Providing Advice

    It’s our job to make your plan happen. That means selecting the best pension, investment and protection providers for your individual circumstances. We liaise with your other advisers such as accountant and solicitor to ensure everyone is aligned. Finally, we’ll design the most appropriate investment portfolio for your attitude to risk and goals.

  4. Building a winning partnership

    We understand that the journey to a goal is often not straightforward. Your circumstances and the world around you can change meaning we must adapt. We’ll work together to evolve your financial plan regularly.

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Wealth Management Services

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Retirement Planning

Helping you build a solid pension fund to use in retirement and how to structure this once you get there.

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Investment Planning

Advice to set, manage and review your investment portfolio.

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Estate Planning

Ensure you leave your estate in the most tax efficient structures to minimise tax for your chosen beneficiaries.

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Take the step towards a more secure financial future.

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FAQs

  • I’m approaching retirement, what are my options with my existing pension funds?

    There are lots of options available at retirement. The best of option for you depends on your specific pension funds and your wider needs, objectives and financial position.

  • What is a SIPP?

    A SIPP, or Self-Invested Personal Pension, is a type of pension plan offered by most many pension providers. A SIPP offers a much wider range of investment options and flexibility compared to traditional pension plans.

  • What’s the best investment I can make?

    There are many investment products available to UK investors. Choosing the right one depends on your views and attitudes to risk, taxation and wider objectives.  Our Independent Financial Advisers (IFAs) based in York and Leeds will help guide you to the most suitable solutions for your needs.

  • Can I buy property in my pension?

    Some pension plans allow the option of purchasing Commercial Property. However, not all commercial properties can be held in a pension fund. Get in touch for advice on this.

  • What is an annuity?

    An annuity is a product that allows you to taken income from your pension fund in retirement. This used to be the only way to access our pension funds, but following changes in pension regulations, there are now many more options available.

  • Should I take out a Drawdown Pension?

    A Drawdown Pension is a great option for many people when they are looking at taking an income in retirement. However, a drawdown pension is not always the right option for everyone.

Get in touch

To find out more about how we can help you with your financial plans, get in touch.

Book A Meeting

David Holdsworth

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Live Chat

Click the tab in the bottom right corner of the screen to begin a live chat session with us.

If we are unavailable to chat at the minute leave us a message and we will respond within 1 working day.

York Office

Triune Court
Monks Cross Drive
York
YO32 9GZ

Leeds Office

33 Park Place
Leeds
LS1 2RY
 

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Here To Help

Take the step towards a more secure financial future.

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