trusting you to trust us

We are independent financial advisers regulated and authorised by the FCA (Financial Conduct Authority). This means we are not restricted in the investment products on which we can advise. We are able to offer products from the whole marketplace thereby ensuring that we have the relevant solution to meet individual needs and objectives.

"We aim to deliver a first class service that you can trust, acknowledging that every client is valuable and unique."
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Pension Calculator

A quick and easy way to calculate the cost of a pension based on your age and how much you want to save each month. The figures provided by this calculator are for illustrative purposes only. Calculations are only a guide and cannot be guaranteed. Actual figures will vary in individual circumstances.

Current age - (e.g. 40):
Retirement age - (e.g. 65):
Male or female:
Monthly pension payment - (max £300):
 
Estimated retirement fund:
Estimated pension:

Inheritance Tax Calculator

A quick and easy way to calculate an Inheritance Tax (IHT) liability. The figures provided by this calculator are for illustrative purposes only. Calculations are only a guide and cannot be guaranteed. Actual figures will vary in individual circumstances.

Estate assets

 
Property: main residence
Savings: current account/s, deposit account/s, premium bonds, TESSAs
Investments: shares/equities, unit trusts, investment trusts, ISAs, PEPs, investment bonds
Other assets: cars, holiday home/s, antiques, jewellery, works of art, boat, gifts of capital made within the previous 7 years
Life insurance policies: policies not written in an appropriate trust

Are you married?

Estate liabilities

 
Mortgage:
Loans/overdrafts:
Credit cards:
Other liabilities: outstanding bills, hire purchase, funeral expenses

Estate summary

 
Total assets:
Liabilities:
Estate value:
Tax-free allowance: this allowance will remain the same for 2010-2015
Net worth:
Inheritance Tax bill:

Mortgage Cost Calculator

A quick and easy way to calculate the cost of a mortgage loan and monthly payments. The figures provided by this calculator are for illustrative purposes only. It does not include all of the details you may need to arrange a mortgage loan. All mortgage loans depend upon the valuation of the property and the lenders own criteria.

Mortgage loan - principal amount required: £
Annual interest rate - (e.g. 4.99):
Mortgage term - (number of years - e.g. 25):
Commencement - select the start month:
Show all repayments?