Integrity, discretion and dependability are of paramount importance when serving in the forces. As specialist, independent Fiduciary Financial Planners, we carry these attributes through to our financial planning.
Whether you’re coming to the end of your service or left some time ago, we offer specialist, clear and straightforward financial advice for ex-Army, Royal Air Force and Navy Officers to help secure their financial future. Many of our military clients come to us when their family life changes, be that through separation, divorce, marriage or remarriage. Whatever your situation, your finances will change.
We recognise the unique challenges facing military personnel and their families in terms of financial planning. As an ex-member of the forces, our principal Financial Planner, Brian, understands service life and has the knowledge, expertise and ability to deal with your needs effectively, in plain English.
Time spent planning now can secure your financial future for life. You’re likely to know the motto: “Train hard, fight easy”; we like to adapt this to: “Plan well, live easy”.
Here’s how we can help:
- Armed Forces Pensions are not straightforward and need an expert eye. We’ll ensure you claim what you’re entitled to, including Early Departure Payment Lump Sums and Terminal Grants if applicable
- We’ll work flexibly, making use of technology and taking care of things whilst you’re away if you’re still serving
- We’ll assist you with applications for the Continuity of Education Allowance for Service Children, which helps fund the continuity of education for your children if you find you’re often moving
- We use a cashflow modelling system to map out your financial situation, both short term and long term, in order to show you what the future could look like