The lost coin

We focus on helping business owners provide for their future beyond their business, by investing into their own specialist pensions to save tax and use these funds to help their business grow. We build long term relationships with our clients, setting goals and priorities and reviewing these on a regular basis, using sophisticated financial planning software. Your first meeting is at our expense and we have an evolving environmental policy. The lost coin ... helping you make sense of money.

Northamptonshire Chamber of Commerce, Federation of Small Businesses, Institute of Financial Planning, Personal Finance Society, Association of Independent Financial Advisers, Association of Christian Financial Advisers

Small self-adminstered pension schemes and Self Invested Personal Pensions which may be used to help your business to grow, whilst building up a pension fund under your own control. Inheritance tax planning using a wide range of solutions appropriate to an individual's current and anticipated future circumstances. Holistic Financial Planning using the latest cash flow forecasting technology, putting you in control of your future. Expertise in Socially Responsible Investment.