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Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Financial professionals
I know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Private clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Charities
Explore the facilities that manage charitable funds for a wide range of organisations, acknowledging that every charity is different.
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Medical professionals
Specialist financial advice and tailored planning for NHS professionals, GPs and dentists.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Sue Pickering
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