In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.
We have detailed knowledge of working with owner managed companies in order to provide a plan for the directors/owners personal wealth external to that of the company.
This involves a detailed review to enable a plan to be recommended which may focus on retirement an exit strategy or wealth management.
We are authorised for a range of investment business activities. We also make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:
- Pension schemes
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts and
- Investments
- Retirement planning
Require more information?
If you would like more information or would like to speak to us direct then call us on 0115 852 8900 or 01636 233 233. Or if you would prefer, ask us a question online.