Independent financial adviser in Ampthill
Our office is on the first floor at 5 Doolittle Yard, a couple of minutes’ walk from the high street, with parking outside. Everywhere else we cover, we travel to. Ampthill is where we already are.
An adviser you can walk in and see
Most financial plans go wrong quietly. Circumstances change and the plan does not change with them. Being round the corner is the practical answer to that. You can call in on a Thursday after the market and ask the small question that would never have justified an appointment, and those are usually the questions that matter.
The market has run since 1219, and a town that keeps a market for eight centuries is a town where people stay, and advice for people who are not going anywhere can be built to last.
One pension, held a long time
Not everyone arrives with a drawer of statements. If you have one main scheme, the question is simpler: is it enough, and when. We will map the years between now and the point you can draw it, and show you what stopping at each of them looks like in income rather than in percentages.
Business owners on the high street
If you run one of the town’s independent shops, trades or small practices, the problem is usually the same one in different clothes: everything you have is in the business, and none of it is a pension. Getting money out tax-efficiently, protection so that a bad year is not a catastrophe, and building something that exists whether or not the business sells for what you hope. Ten years before a sale is the right time for that conversation, not ten weeks.
Passing it on
Inheritance tax becomes a live question for more Ampthill families than expect it, usually through the family home. Gifts in your lifetime, whether a trust is appropriate, what the pension can and cannot do, and the order you use things in. All of it works better started early.
The Financial Conduct Authority do not regulate tax planning or estate planning.
Coming to see us
The first meeting is free of charge and commits you to nothing. Walk in, ring the office, or if getting here is awkward we will come to you.
Your questions, answered
If you’re looking for a financial adviser in Ampthill, you probably have questions. Here are answers to three of the most common ones we hear from local clients.
Do you offer independent financial advice?
Yes, we are fully independent financial advisers, which means we have access to the whole of the market to make our recommendations.
Do I have to pay for an initial meeting?
We offer potential new clients an initial consultation at no charge.
Where are face-to-face meetings held?
We are happy to hold meetings where you feel most comfortable. You are welcome to come to the office, or we can visit you at home or another suitable location. We also offer video calls or standard phone calls if it’s more convenient.