About Our Clients
Our clients range from people who want to make the right decisions relatively early in their financial lives, to those who are near/at/or in retirement who want to make the best use of their assets and, in many cases, minimise Inheritance Tax.
Due to our professional links with an accountancy firm, we deal with a significant number of proprietor-managed business owners as well as private clients. This has given us a unique insight into the planning process associated with entrepreneurial enterprises. We are therefore able to combine personal and corporate advice to find the most appropriate course of action whilst bearing in mind the particular thought processes and time constraints that business owners generally have. We are conscious that having worked hard to develop their businesses, entrepreneurs need bespoke advice.
The people who benefit most from our services:
- Take a keen interest in personal financial matters
- Are in a fortunate financial position and want to maximise this opportunity
- Want a light touch for their own involvement confident they have the right advisor
- Seek a professional service from qualified personnel
- Know that with the right advice, their finances could be improved
- Want a clear cost projection for that service
- Are positive about the future
If you wish to make some positive steps towards improving your finances or indeed just have some questions for us, please call. We are always happy to have a chat with people who take the time to contact us and we will try to point you in the right direction.