“Reassuring we have advice and support from a firm that understands the markets and ensures that action is taken at the right time”

Michael Pinhorn - Telecommunications Consultant and Saleha Pinhorn (Berkshire) (2009)

Financial Planning Services

We advise you based on what we would do, were we in your shoes, given what we know.

Most clients are trying to attain financial independence - when you work because you want to, not because you need to - and, where appropriate, we will set out on a six stage process, namely:

  1. We will take the time to understand you very well
  2. We will collate information of your current arrangements
  3. We will analyse and evaluate your present position compared to where you want to go
  4. We will recommend structures to improve your position and lead you to financial independence
  5. We will implement alterations to your arrangements, with your instruction and only where necessary
  6. Equally importantly, we will review your arrangements, at least annually to ensure you remain on track to meet your objectives.

Everything we do is personal and bespoke.