We’ve built a strong reputation within the oil & gas industry, working closely with some of the sector’s largest employers. What began as a service rooted in family connections has grown into a trusted offering for offshore workers and their families across the UK.

Our deep understanding of the unique demands and time constraints faced by offshore professionals allows us to deliver tailored financial planning that fits your lifestyle. We provide comprehensive retirement planning using advanced cashflow modelling tools, helping you visualise what life could look like after your offshore career ends.

Just as importantly, we focus on protecting your wealth and your loved ones. This includes implementing trusts*, ensuring adequate life assurance and income protection, and maximising available allowances to keep your finances efficient and secure.

Because of the risks and sacrifices inherent in this sector, we regularly help clients answer questions such as:

• How soon can I retire?
• Could I afford to leave offshore work earlier than planned?
• Am I saving enough for retirement?
• How can I be more tax-efficient and retain my allowances?
• Will my wealth be passed on according to my wishes?
• Will my family be looked after when I’m no longer able to provide?

Our goal is simple: to give you clarity, confidence, and peace of mind about your financial future.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is generally dependent on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.