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Financial Planning for City Professionals

Financial Advice for City Professionals

We specialise in planning the financial affairs of ambitious City professionals. We want to give the same care and attention to your money as you do to your work

What do we offer?

Our advice covers your entire financial situation. We support city professionals in tax planning, retirement planning, mortgages and family protection. Most importantly our advice is always bespoke, always designed around your goals and always supported by your adviser – who speaks your language. If they didn’t the relationship wouldn’t work.

We deliver our services in-person at our offices on Lombard Street and online via Oakway Connect – our client portal that allows you to connect with us wherever you are and check in on your financial affairs. To get started, talk to us today about your goals.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Get in touch

What do we offer?

Our advice covers a range of areas including tax planning, retirement planning, mortgages and family protection. Most importantly our advice is always bespoke, always designed around your goals and always supported by your Personal Financial Planner – who speaks your language.

We deliver our services in-person at our offices on Lombard Street and online via Oakway Connect – our planning portal that allows you to connect with us wherever you are and check on your planning matters. To get started, talk to us today about your goals.

Planning for City Professionals – Webinar

We hold monthly 30 minute webinars for City Professionals to give an insight into the hot topics that can affect and shape your financial future.

To enquire about joining, please contact the team today.