Financial Management
Retirement Planning
Estate Planning
Tax Planning
Investment Approach

Income twenty pounds... expenditure nineteen and six, result happiness...
Income twenty pounds... expenditure twenty pounds ought and six,
result misery. (Dickens, David Copperfield)

Or to put it another way:

Income 20.00 20.00
Expenditure -19.06 -20.06
Result Happiness Misery

Financial management is the foundation of a successful financial plan. It is about managing the money that flows into and out of your household. It is also about managing and repaying mortgages, credit cards and other debt, and cutting interest costs and fees.

If you are working, good financial management ensures you can save for your future needs.

If you are retired good financial management is essential so that your investments can last.

Try our simple Budget or Mortgage tool (save to your compouter before opening)

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We understand the importance of the need for children, youth and young adults to feel safe, respected and fulfilled. This is why we support these two charities:

Catwalk Trust - Spinal Cord Injury Research Trust

Graeme Dingle Foundation

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