Financial planning across Buckinghamshire, Berkshire and Oxfordshire
Pensions, investments, retirement and inheritance, brought together into one plan you can actually follow. Choose the situation that sounds most like yours.
Families with children with additional needs
Trusts, protection and lifetime provision for a family member who may always need support, without disturbing means-tested benefits.
Trusts are not regulated by the Financial Conduct Authority.
Planning for a family member with additional needs →
Business owners and landlords
Extracting profit tax efficiently, planning ahead for taxable events such as Capital Gains Tax, protecting the business and the people in it, and planning what happens when you step back.
Planning for business owners andlandlords →
Busy professionals
Good income, no time. Pensions organised, investments working, and decisions to make rather than homework to do.
Planning for busy professionals →
General financial planning
Not sure which of those you are? Start here. Retirement, investments, inheritance and everything in between.
Explore financial planning →
Professional partnerships
Profit share instead of salary, your own pension provision, and your own protection. Advice for partners in law, accountancy and medicine.
Planning for partners & LLP members →
Financial wellbeing
Money worry usually comes from a belief system and not understanding the numbers. We explain things properly, in plain language, so you can be confident in the decisions.
Financial wellbeing & education →What financial planning actually means
Financial planning is not a product. It is the work of understanding where you are now, what you want life to look like later, and what has to happen in between. Pensions, investments, protection and tax all matter, but only once we know what they are for.
We are a St. James’s Place Partner Practice based in Stoke Poges, working with clients across Buckinghamshire, Berkshire and Oxfordshire. Whatever brings you to us, the process is the same: we listen properly, we set out your options in plain language, we put the recommendation in writing, and we review it with you every year as life changes.