We provide independent financial advice and guidance on investments and estate planning opportunities.
As we review your client’s financial affairs, we may also find other areas where they could have a better strategy in place. Good examples of this would be having adequate life insurance or pension provision.
We are expert in dealing with complex and sensitive issues, including pension-sharing arrangements, attachment orders, checking and gathering information as well as reviewing the client’s overall financial situation.
Our advice helps people to see what their options are, and how to best plan for the future.
We can advise on Self Invested Personal Pension Schemes (SIPPs) and Small Self Administerd Schemes (SSASs), business protection planning, tax-efficient remuneration and profit extraction, planning to sell a business and investing corporate funds.