What we do

Asquith & Partners is a financial lifestyle planning practice that offers objective, independent counsel to private individuals.

We do that using a unique interactive process that helps people focus on what is important to them. We use structured, audit-based approaches and risk analysis to assess the situation. We then create a personal business plan that clearly maps out your choices with a range of specific recommendations and milestones to keep everything on track.

Clients come to see us when they require an impartial sounding board to validate, challenge or clarify how their personal objectives can be met.

We offer a range of services, from fully comprehensive overviews that provide clients with advice on every aspect of their situation, to targeted advice that focuses on specific issues.

As a private individual, you may want to know:

• when you can afford to retire and how you can maintain your standard of living in retirement;
• how to secure your family's future if you were to lose your job, develop a chronic illness or die;
• how you can finance your child's education, wedding or first property purchase;
• what type of mortgage is most suitable if you are considering either buying or remortgaging property in the UK or overseas.

As an owner or manager of a smaller company or partnership, you may want to know:

• How to formulate a business plan that addresses the challenges you face, provides clear strategic goals and sets measurable targets.
• How to provide exit strategies and a succession plan for the shareholders or partners.
• How to assess your exposure to risk and create a continuity plan that covers all critical functions within the business.
• How to ensure full compliance with law and regulation.

Please see 'Case Studies' for illustrations of our services for private individuals and businesses.