Services

We offer a wide range of financial services for our clients. The most common of these are discussed in some detail and are:

  • Our Full Financial Planning Service
  • Investment Advice
  • Retirement Planning

However, we also offer comprehensive consultancy services in a number of other areas. These include:

  • Helping companies to maximise the potential of their Group Pension Scheme, by offering:
    • Reduced costs compared to main industry players
    • A wide range of pension investment options for employees of all levels
    • Individually tailored advice for each member of the scheme, including regular reviews

 

  • Advising on Tax Efficient Opportunities, including investment schemes with relief built into them, such as the Employment and Investment Incentive (EII) Scheme (previously known as the Business Expansions Scheme- BES)

 

  • Providing assistance for individuals who wish to invest in unconventional assets, including private equity, loan notes and exchange traded receivables

 

  • Estate Planning, Business Succession and Company Exit Strategies.

 

 

Please contact us for more information on any of the above services.

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