Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Advice for Women
We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Financial professionals
We know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Karen Berisford
Firmstone Wealth
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