Our Services

A free initial consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free initial consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

Providing advise to the Clergy and Christian Community does requires specialist advise.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

Clergy Taxation

Clergy Tax Return Service

In addition to providing financial advice, we are also able to complete and submit your tax return for you. The fee currently for a straightforward tax return is £135.00. If you would like us to forward you an information pack, please contact Melanie Wray on 01257 233023 or e-mail us.

Services Unit Trusts / Investment Trusts, Portfolio Management, Pensions (incl Stakeholder),  

Pension choices at Retirement, Lump Sum Investments, Tax planning for Individuals, Investments for Trusts, Estate Planning, Christianity,