Financial Planning

Financial Planning

Directors of businesses require support with personal financial planning and as such we are able to provide a full holistic financial planning service to our clients.

This form of advice can cover the following areas

  • Tax efficient extraction of company profits and corporate investment planning
  • Personal protection like mortgage protection, life insurance, income protection and critical illness cover
  • Collective investment ISA portfolio's for tax efficient exposure to the stock market
  • Investment savings plans like unit trusts and bonds
  • Pension planning and retirement planning

So whether you are wondering how to draw your pension income or how to protect a liability like a mortgage, we will be able to offer a fully independent financial planning service which will meet your needs.

Our advisers are well qualified and experienced and we are an owner managed business. Our clients can be assured of good quality, attentive financial advice.