Financial Advisory – your guardian of wealth.

Money is hard to come by and so once you have wealth you need to protect it.

As experienced Chartered Accountants, we have a sound knowledge of financial and business affairs from individuals through to larger companies in a wide variety of market sectors. Besides dealing with tax situations as they arise, we provide a proactive service to clients through the planning for, and management of, assets so that we protect your hard-earned wealth.

You need a firm that has a comprehensive knowledge of income, gift, and estate tax planning and compliance. You need a firm that has strategic relationships with sophisticated service providers to help with wealth management, brokerage, private banking, insurance and pension issues. You need to be with us; our financial advisory services are provided through our FSA associated company and include:

  • Tax planning and compliance
  • Financial planning
  • Estate and trust planning
  • Insurance planning
  • Investment planning and monitoring
  • Succession planning
  • Estate freeze and discount planning
  • Valuation services
  • Planned giving programmes
  • Life insurance analysis including adequacy and structure
  • Retirement planning and pension recycling
  • Estate & trust tax planning, compliance and administration
  • Private foundations and charitable giving
  • Maximisation of wealth transfers
  • Minimising tax payable 
  • Asset management
  • University fees planning strategies

Call 01472 245522 today to discuss free of charge how we can help your business or simply complete our online enquiry form.