WHO WE HELP
Individuals & Families
We provide advice on:
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Savings and investments
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Life insurance and income protection
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Pensions and retirement planning
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Estate planning and inheritance tax
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However, what's more important is to first define what you want to achieve.
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That's why we start with Lifestyle Financial Planning
Businesses & Business Owners
We help businesses and business owners with:
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Business protection
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Workplace pensions
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Employee benefits
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Investing surplus cash
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Extracting profits in a tax-efficient way
Trusts & Charities
We help Trustees to:
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Meet your obligations under the Trustee Act 2000.
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Develop an investment policy and invest trust assets appropriately.
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Keep investments under review.
Likeminded Professionals
We work with Solicitors, Accountants and other professionals:
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Being a trusted partner.
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Helping you add value to your client relationships.
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Providing the financial expertise your clients often require alongside their legal and accountancy advice.
