We advise clients on how to make the most of their income and assets, taking account of their current situation, aims and objectives, attitude to risk and other circumstances that affect or could affect those plans.
Investment Management
There is a much wider choice of investment vehicles than most people realise.
In the main, the difference from one investment vehicle to the next is due to the tax treatment which is why they are often referred to as tax wrappers when defining different types of products or investments.
Family Protection
As important as other things are, there remains the need to provide for your loved ones if you are no longer able to.
For most of us family protection will often start with the first property purchase.
The principal is to ensure that on death the liability is offset by the appropriate level of cover.
DID YOU KNOW?
The name Godalming comes from the area belonging to ‘Godhelm’s people’. This Godhelm was, according to local legend, a fierce and bloodthirsty English pagan warrior.