Our comprehensive services

Your Ae adviser can help you make sense of your finances. More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them.

So, whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you. Life is not always plain sailing, your financial situation may change, as may your priorities. Yet clients know that they can trust their Ae adviser to direct them through the financial consequences of whatever life brings.

Life assurance and income protection

Whatever your stage in life it is always important to consider whether you have fully planned for the future.

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Portfolio Management

Everyone wants to maximise the growth on their Investments, using a selection of well-managed investment funds can often be the best solution.

Investment planning

Pensions & retirement

It is important to start planning for retirement as early as possible. Pensions are a key element of this and often form the main source of retirement income.

Pensions & retirement

Corporate advice

Whether you are looking for advice on workplace pensions and insurance schemes, then we are here to help.

Corporate advice

Estate Planning

We understand that planning for the future can be a daunting and complex process. However, it is important to have your affairs arranged so you can pass assets on to those closest to you at a time of your choosing.

*Advice on Inheritance Tax Planning, Will Writing and Trusts are not regulated by the Financial Conduct Authority.

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