Our business focuses on what is important to our clients, our services are bespoke and we take our role as advisers very seriously. Informing clients of any legislation changes is part of our commitment to providing an ongoing high level of service. Our independence means we have no conflicts of interest with your investment choices.
We can provide you with advice and assistance with:
- QROPS (reduce your marginal tax rate on pension income to less than 3% pa)
- Spanish & UK Inheritance Tax Planning (often only slight changes are needed to reduce this liability dramatically)
- Tax Planning (fail to plan – plan to fail – allow us to help reduce your tax liabilities)
- Saving for the future
- Retirement planning
- Life Assurance
- Sourcing a suitable Health Insurance Provider
- Seeking a Foreign Exchange Solution
- Free Financial Review
Or contact us today for more information – we cover a vast area geographically and are happy to organise a meeting either at our office or at a place convenient to you.
Our first meeting is always free of charge and should we go on to provide advice and arrange a contract on your behalf we will not normally charge you a fee for our services because we will receive commission from the provider. If the work we do for you does not relate to investments on which commission is payable, we will charge a fee. We will, of course, always notify you of such fees, in writing, before we carry out any work.