Investment planning, pension advice, inheritance tax planning.
finances and enjoy life.
Can you afford to retire or reduce your working hours? Our advisers review your pension contributions, offer advice on consolidating SIPPs and personal pensions, and offer income drawdown options, such as annuities and flexi-access drawdown. Take pension advice now to achieve your retirement goals.
Maximise your high-earning years. If you have surplus income available to invest we will explain your financial options. We can help you save tax efficiently in ISAs and other suitable investments, so you achieve your lifetime goals to supplement your pension saving.
Our financial advisers assist you with estate planning, by encouraging you to consider financial planning on a family-wide basis. Call us if you want to pass on accumulated wealth tax efficiently to your dependents or into a trust.
Meet your local retirement planning experts
Your experienced local independent financial adviser can provide impartial financial planning advice now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective investment advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability, and value for money.
I have been lucky to have the financial advice of Allan Ross for fourteen years. His well-balanced advice has been specific for my circumstances and has proved to be very successful. Together with Allan over many years I have achieved a very favourable position on IHT; he has shown significant expertise and experience in this area. We have worked very well together.”