We have one simple job,
...getting the most out of your hard-earned money.
When it comes to Savings & Investments, our mission is simple: helping you make the most of your hard-earned money.
The first step is getting to know you, your goals, ambitions, desires, and dreams. We will then discuss and agree on the level of risk you are comfortable with as an investor. Using our expertise, we will design a portfolio that we believe will best suit your needs. We will provide advice on lump sum and regular savings plans, how to maximise your tax allowances, and how to plan for a financially secure future.
You will receive specialised inheritance tax planning to minimise your liability.
Additionally, for those who require it, we offer an outsourced discretionary management service for larger investments.
If you would like to learn more about how we can assist you with saving and investing, please call Simon Gordon on 020 8455 8555 or email him at This email address is being protected from spambots. You need JavaScript enabled to view it..
Unlock the valuable equity in your property… why cut back when you should be enjoying life?
Rising interest rates and lower stock market returns have meant cutting back on the things we have looked forward to in later life.
Seeing more of the family, taking more holidays, pursuing new hobbies… after all, isn’t that what we’ve all worked hard for?
Equity Release allows just that… capital and income to pursue the things we’ve longed for with no questions asked on earnings or loan purpose AND no need to pay capital or interest until the property is sold many years from now.
Whilst it’s a complex subject, we are qualified to give independent advice from the whole market.
If you want to find out more about how we can help you with equity release, please call Simon Gordon on 020 8455 8555 or send him an email at This email address is being protected from spambots. You need JavaScript enabled to view it..
Why Do You Need a Pension?
You want to ensure that the money you’re earning now will support you when you decide to stop working and enjoy a well-deserved rest.
However, navigating the complex range of pensions available can be anything but relaxing. For example:
- Pension freedom
- Intergenerational pension planning
- Self-Invested Personal Pensions (SIPPs)
- Small Self-Administered Schemes (SSASs)
- Flexible drawdown
- Auto Enrolment
Additionally, there are the ever-changing tax implications to consider.
Pensions are now among the most flexible and tax-efficient investments available to you.
That’s why we’re here: to help you find the pension scheme that suits you best.
We’ll take the time to get to know you, understand your specific requirements, and conduct thorough research. Using our extensive knowledge of the pensions industry, we’ll put together a plan that aims to provide you with a comfortable, worry-free future.
If you’d like to find out more about how we can assist with your pension planning, please call Simon Gordon on 020 8455 8555 or email him at This email address is being protected from spambots. You need JavaScript enabled to view it..
If you’ve earned your success, you should be able to protect it.
It seems that the more successful you are, the more you have to lose. We believe that if you’ve earned your success, you should be able to safeguard it and alleviate some of that extra worry for yourself, your family, and your colleagues.
Protection is a topic that you might prefer not to dwell on, but if something were to happen to you, Financial Protection will ensure that during such a challenging time, money, at least, won’t be an additional concern.
In business, Key Person Insurance will financially protect your company if you, or a crucial employee, are unable to work due to serious illness. We can also advise on tax deductions for insurance premiums and how you can utilise life insurance as part of your inheritance tax planning.
If you would like to find out more about how we can help protect your finances, please call Simon Gordon on 020 8455 8555 or email him at This email address is being protected from spambots. You need JavaScript enabled to view it..
Use our expertise to find the best private medical insurance for you.
Private Medical Insurance
With increasing pressures, longer waiting times, and financial cutbacks, the NHS may no longer be the solution if you need prompt medical attention.
Private Medical Insurance has become a more popular choice for those who want to prioritise their health. However, with a growing number of healthcare providers and a variety of confusing plans, exclusions, and company schemes, finding the right one for you has become increasingly complex. That's where we come in.
We take the time to understand your medical history and requirements, using our expertise to find the very best private medical insurance for your needs. We can assist with both individual and corporate planning, and advise you on discounts available for gym memberships and maintaining a healthy lifestyle.
If you want to learn more about how we can help you stay healthier, please call Simon Gordon on 020 8455 8555 or email him at This email address is being protected from spambots. You need JavaScript enabled to view it..
Latest Statistics
Record Coverage: As of 2023, a record 4.7 million people are covered by private medical insurance through their employer[1](https://www.abi.org.uk/news/news-articles/2024/112/private-medical-insurance-data-2023/).
Overall Uptake: There has been a 7% increase in the uptake of both individual and workplace policies, with a total of 6.2 million people now having access to private medical insurance[1](https://www.abi.org.uk/news/news-articles/2024/112/private-medical-insurance-data-2023/).
Claims and Payouts: Insurers paid out a record £3.57 billion for private medical insurance claims in 2023, a 21% increase compared to 2022[1](https://www.abi.org.uk/news/news-articles/2024/112/private-medical-insurance-data-2023/).
Admissions: Private medical insurance admissions continue to grow, with a 9% increase in Q3 2024 compared to the same quarter in 2023[2](https://www.phin.org.uk/press-releases/phin-private-market-update-march-2025-united-kingdom)
What’s your financial priority?
It depends on where you are in life and what your goals are. Are you planning a wedding? Are you looking to put down a deposit on your first home? Perhaps you’re considering how to ensure a comfortable retirement? Or how your children can benefit from your years of hard work and savings?
We’ve been around long enough to be helping the third generation of some of our long-term clients. This means that whatever your financial hopes, dreams, or aspirations, we have the knowledge and experience to help you achieve them.
If you would like to find out more about how we can help plan your finances, please call Simon Gordon on 020 8455 8555 or send him an email at This email address is being protected from spambots. You need JavaScript enabled to view it..