About Us

Our dedicated team of financial experts has worked in the financial services industry for many years and has an in-depth understanding of how best to help our clients achieve their financial aspirations.  

We offer a range of wealth management services, including retirement planning, and pensions, later life advice, tax-efficient planning, investments, and wealth protection.

As our client, you are at the heart of everything we do.  

We pride ourselves on building strong and lasting relationships with you and the financial organisations we work with, to ensure you receive the very best advice and financial strategies to help you achieve a financially fulfilled lifestyle tailored to you and your family. 

Getting To Know You

At Spectrum, we like to get to know you well so we can understand your hopes and dreams.  

No matter what stage of life you’re at right now, we will work out a plan for you that will help you achieve a financial future tailored to your individual needs.

The first part of our process is to conduct a full review of your current financial position, including your income, assets, pensions and investments, as well as your ongoing financial commitments.  This includes helping you gather information from your pension providers 

We’ll also discuss how you see your life unfolding towards your retirement and the life you see yourself leading during your retirement.

Following this we will give you a full appraisal of your current financial status and work with you to understand how you need your money to work for you, so we can develop a financial strategy that will achieve the very best lifestyle for you and your family.

Our Commitment To You

At Spectrum, we believe understanding your finances and how they work is essential education for everyone. Understanding your finances gives you the power to make the right choices. 

That is why we are committed to working with you every step of the way so you learn more about your finances and how they can work best for you.