Financial Planning

If you are looking for expert advice regarding your financial affairs, we can meet your needs.

Our financial planners search the whole market  to enable us to give you the best possible options to decide what solution may be right for you.


We understand that without laying down the appropriate foundations, your future may not be secure.

Protecting your family couldn’t be simpler. Our financial planners can guide you through what insurance is right for you in the event of death, serious illness or being unable to work due to an accident or sickness.

This protection can help with bringing up your children and help towards the cost of other family commitments such as the mortgage or costs of education. It may also help towards any additional living expenses, such as converting your home for access or paying for Carers.

Inheritance Tax (IHT) Planning

Benjamin Franklin once said, ‘the only two certainties in life were death and taxes’. These two things are simultaneous when we talk about inheritance tax planning. Part of our financial planning service involves making sure the appropriate solutions are in place to meet any potential tax liabilities.

While it is more difficult than it used to be to completely eliminate inheritance tax, there are ways that it can be reduced. At Raymond James we can help assess any potential IHT liability, guide you through current tax rules and legislation, and provide the most appropriate solution based on your circumstances.

To book a free consultation contact us today