Personal services
My desire is to ensure that the needs of my individual clients are met, whether they be protection or investment focused. This includes personal and family protection, retirement planning and inheritance tax mitigation.
Life cover
Critical illness cover
Income replacement
Pensions
Investments
Inheritance tax planning
If you run a company, no matter how big or small, you know there is one constant and that is change.
The well-being of your business is very much our business and we can help yours thrive, while you enjoy complete piece of mind. Essentially, we can help protect and enhance all that you care about, from your enterprise itself to the individuals that make it the success it is, whether that be via pensions or shareholder protection.
Business services
How we work – my advice process
Design
The vital research and design of a personalised plan for you.
Build
Agreeing the action plan and putting the required structures in place.
Maintain
Regular reviews to monitor plans and ensure progress is made.
What my clients say...
Alec has been instrumental in helping me to organise a portfolio of investments, including personal savings accounts, pensions, ISA's and the like onto a Platform which has enabled me to review all our investments in one place. He has also provided sound advice on certain investments where we were previously being charged excessive fees and has recommended a high-class company to manage the portfolio. We have confidence in the advice he provides.
Graham C, Kent
Get in touch for an initial consultation
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