What our clients say

"I found the session very useful and all of my questions were answered."



Models are a great way to show how things work in practice. They enhance understanding, can simplify complex issues and form an important part of the education step. A good model can show what might happen. Once this knowledge is in place, people are more confident and ready to act.

Risk Profile

We have a suite of models that cover topics such as:

  • share schemes
  • cash ISA interest modeller
  • taxation modeller including spouse taxation strategy
  • annual management charge impact
  • university fees