Personal Financial Planning and Services

We have a close and trusted relationship with an wealth management firm. with whom we work jointly with a number of clients.   We consider a joint approach is important,  since a client’s wealth management and planning requirements can be closely linked with their business and tax position.  In the first instance we are happy to have an initial discussion with you so that we can better understand your overall requirements, and then arrange a joint (also free) meeting.  But please feel free to click on the link above for more information on wealth management.

We can assist with:

• Inheritance tax and planning
• Pensions
• Life assurance
• Investments
• Critical illness
• Income protection
• Mortgages
• Elder care
• Private medical
• School fees planning