By using the latest financial modelling technology and our wealth of experience, we will research the market looking for solutions to meet your goals. We may undertake some cash-flow modelling to ensure you do not run out of money or leave too much for the taxman. All this will be undertaken with an eye to your attitude to risk. Existing investments will be used or restructured to meet your new goals.
We will work with your existing professional advisers to help ensure the plan fully meets your needs.