Who We Help
Catriona is an Independent Financial Adviser and SOLLA Accredited Later Life Adviser. She works with a broad mix of clients, from those with modest means to those more comfortably off. What unites them is the need for thoughtful, unbiased advice, ongoing support, and the reassurance that their financial future is in safe hands.
We support clients in key life stages including:
Navigating Life Transitions
Whether you’re recently widowed, divorced or planning for retirement, we help you create a plan that fits your new circumstances, providing advice, long-term guidance and peace of mind for you and those you care about.
Planning for Care and Protecting What Matters Most
We work with families to help you manage the cost of long-term care, ensuring individuals don’t run out of money in later life. This may include support from my trusted legal professionals working on:
- Funding care using pensions, savings or property
- Advice on personal injury settlements and lifetime care provision
- Setting up reliable income that lasts, through annuities or tailored investments
Supporting Families with Complex Needs
We support parents of children with disabilities or adults supporting a disabled loved one. Together we create financial strategies that secure their future, without affecting benefits or independence.
Joined-Up Legal & Financial Planning
We work with trusted solicitors, attorneys and deputies to help clients establish Wills, Powers of Attorney and Trusts that help them reach their broader financial goals.
Our approach is inclusive, empathetic, and entirely personal. We take time to understand your priorities, ease any stress or uncertainty, and build financial plans that give you clarity today and reassurance for the future.
