Client Services
Financial Planning
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Investment Planning
accumulation and deccumulation strategies - Retirement Planning
- School Fee Planning
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Financial Planning
in relation to Marriage, Divorce or Bereavement - Protection Planning
- Estate Planning
- Cashflow Modelling
The product areas we can advise on include
- Personal Pensions, Self Invested Personal Pensions
- Phased retirement and income drawdown
- Individual Savings Accounts (ISAs), Junior ISAs & Lifetime ISAs
- Open Ended Investment Companies (OEICs), Unit Trusts, Investment Trusts Funds
- General Investment Accounts (GIAs)
- Investment Bonds
- Venture Capital Trusts (VCTs)
- Enterprise Investment Schemes (EISs)
- Structured Products, including structured deposits
- Life Cover – term assurance & whole of life insurance
- Annuities
- Income Protection
- Critical Illness Cover
- Private Medical Insurance
Wealth Management
- Advisory & Discretionary investment management
- Trustee investment
- Investing with a Power of Attorney
Corporate Services
- Automatic Enrolment
- Workplace Pensions
- Registered Death-in-Service schemes
- Excepted and Relevant Life policies
- Partnership/Shareholder Protection
- Key Person Insurance
- Group Income Protection, Critical Illness and Healthcare
- Exit strategies
What do our clients say?
Simon has a knack of making the most complex issues easy to understand.
Having previously worked in the world of financial advice, I believe that everyone should have an adviser. I would be foolish to try and navigate an increasingly complex marketplace on my own. I am extremely lucky to be looked after by Simon. He is not only Independent, he is Chartered. It is this last point that puts Simon among the very best advisers the UK has to offer.
I know that Simon works incredibly hard on my behalf. Simon has a knack of making the most complex issues easy to understand. I know that no matter how my situation might change in the future, Simon will always be able to advise me. In these uncertain times, I find that to be a huge source of comfort.
Russell,
Teacher & former IFA
When picking an IFA, you want to know they are independent, which Simon Wigg very much is. My confidence in Simon extends to recommending him to friends and relatives, several of whom have become very satisfied clients.
Anders,
Director
Simon tidied everything up and set me on a more sensible path
We first met Simon Wigg in 2008. My finances were in a bit of a mess having employed a number of IFAs. My money was in different “pots” including pensions and life insurances and deposit accounts. Simon tidied everything up and set me on a more sensible path. Since then he has advised me on money for my children and Trusts for my Grand Children. He knows more about my family than anyone else and I trust him.
As an ex-police officer I would never knowingly break the law or seek to evade the eye of HMRC but financial regulations are forever changing and can be complicated for the uninitiated. Simon has kept me informed where I need to take action and warned me not to travel down paths where I should not go.
Much of my communication with him is now by email but we do have the occasional meeting in The City. It is never a problem to get hold of him. I would recommend him as an IFA.
Ken,
in retirement
Anyone who works with Simon will find themselves in excellent hands.
I have known Simon Wigg for in excess of 10 years. Our first interaction was when Simon was appointed as a financial advisor to the staff of the firm where I used to work, where he gave individual advice to the employees on all aspects of their personal finances. He also advised the company on the introduction of the Government’s pension auto-enrolment programme which made the whole process smooth and simple for the company.
Latterly both my partner and I have worked with Simon on our own personal finances.
Simon has a very deep knowledge and understanding of all aspects of financial issues and keeps himself well informed of all legislative changes. He also has a very good eye for detail and we rely on his wise and sensible advice when making our financial choices. Whatever our requests may be, Simon always looks at them in great detail and gives us comprehensive advice to help us make our decisions. He also independently contacts us if there is anything he thinks we should be aware of.
Anyone who works with Simon will find themselves in excellent hands. I have absolutely no hesitation in recommending him to anyone who needs independent financial advice.
Anne,
Former HR Manager
Fees
By industry standards our fees are highly competitive. Our focus is on ensuring good outcomes through building long term relationships and the continuity these bring. We take a step-by-step approach, ensuring our services and fees are highly personalised and reflect the scope of the work we are undertaking for you. We are committed to being clear and transparent about the benefits of the advice being given and the fees and charges involved each step of the way.
If you are new to us, we offer a 30 minute consultation – an opportunity to discuss your circumstances and how we can best help, free of charge and without obligation.
Our Investment Approach
1. Management
2. Cohesive Investment Strategy
3. Diversification
4. Sustainability
Investment Risk Information – Past performance is not a guide to future performance and may not be repeated. The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
