Refreshingly
down-to-earth
Independent Financial Advice
- pensions
- protection
- investments
- Wills
Whether you want to save for your family’s future, plan your retirement income or leave a legacy for your loved ones, my professional financial advice will help you achieve your goals.
We’re Independent
We are not tied to any particular product provider so we can provide unbiased advice that is tailored to your individual needs and circumstances.Pension Transfer Specialist
We can advise on the suitability to convert, consolidate or transfer your pension benefits.
Our Services
Securing your Family’s Future
We understand that family comes first, and we pride ourselves on being able to take care of your whole family finances, from saving for children to making provisions for care home fees.
Planning your Retirement
Historically, it was standard practice to work until aged 60 then retire with a company pension, living out your later years with a comfortable guaranteed income.
Today, retirement can look very different with many ways to access pension benefits and the choice to retire when it suits you.
Wills
Supporting you to continue your financial legacy after your death.
Nurturing your Business
We get it, business owners are often too busy to focus on their financial health.
We are experienced in advising business owners and directors with their pension, protection and contingency planning.
‘I am a relatively new investor. After a family inheritance followed closely by the death of my husband I was in desperate need of sound advice and a sympathetic ear.
Becky Lee is the person who has provided both. Through taking time to get to know me, listening, as well as delving into my finances she deduced that I was not only very inexperienced but also very nervous.
She has now invested my money in an ethical and low risk fund which gives me the reassurance I need at a time of economic uncertainty. I know that I have the funds to meet my day to day expenses and also extra if I need it to cover unexpected outgoings.
However, the bulk of my investments are safe, tax efficient, there for the long term but available should I need it.
I rate Becky very highly.’
Articles
Search our blog for insights to help you boost your knowledge and financial confidence.
Keeping it in the family – Inheritance tax
If you fail to do any estate planning, it could cost your heirs up to 40% of their inheritance. By planning ahead, you can minimise inheritance tax (IHT) and ensure as much of your estate as possible reaches your loved ones.
The State Pension: What is the Triple Lock Guarantee?
How secure is the State Pension, and what is the triple lock guarantee?
Understanding the Importance of Wills and Power of Attorney
Wills and power of attorney are essential legal documents that ensure your wishes are respected and your assets are protected.
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances.
The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
No responsibility is accepted for the accuracy or content of external websites