How can we help?
This fast growing section is staffed by a team of qualified Financial Planners, Chartered Accountants, Tax Specialists and Trust & Estate Practitioners able to offer the very best range of Independent Financial Advice. We specialise in serving the financial needs of the family business and the individuals who run it. We have also developed these services for individuals, staff of larger employers and Solicitors to provide themselves and their clients with Independent Financial Advice.
How Does It Work?
The initial consultation is free and without obligation. Thereafter, you decide how you wish to proceed and the terms on which the service is to be provided eg. commission only, fee based or a combination of the two.
What Is Available?
There are three main areas of work all of which start with a meeting to identify more detail about you, your family and personal financial planning objectives. The three areas are as follows:
Click here to view our Independent Financial Advice Website