Helen Blackburn talks about investments

Investments or pensions?

If you have a lump sum of at least £500,000 to invest you’ll find out more about our investment process by clicking on the button below. We’ll talk you through our thoughts on growth, income and diversification and why your risk profile is so critical to your approach to investing for a lifetime.

On the other hand, if you have over £500,000 invested in pensions click on the pensions button below and we’ll take you through the options you have depending on your situation.

Maybe you are looking to combine some old pensions, get better growth from the one you have or you are investigating a final salary pension transfer?

Perhaps you have a mixture of pensions and other savings such as ISAs or bonds, in which case just get in touch via either link and we’ll be happy to chat through your situation over the ‘phone or face to face.

Click on the link below for more information on investments or pensions

Lump sum investment

A substantial sum of money from a property or business sale, inheritance, divorce or legal claim is something precious that you’ll want to last your lifetime…


Pensions need managing for growth to outpace inflation and provide you with a solid stream of income throughout your retirement. Do you want to combine old pensions, have your existing pension fund better managed or draw income…

Money back guarantee

12 months to meet your expectations
Our fees refunded if you leave us in a year
(excluding fund & provider fees)

Our Service

The second most visited page on our website last year, after our home page, was our team page.

People like to know whom they’re dealing with and if they’ve got the right credentials.

I’m sure you’ll be no different, so take a peek through to our service page.

You’ll find all about our team, our fees, and of course, the service you can expect from us.

Ready to get in touch?

Click the button to email us,
and we’ll fix a time to talk.
Discover how we can help.