Can you review my retirement planning and pensions?
Yes, we can create a strategy to help you plan for your retirement in a tax-efficient manner.
How should I structure the ownership of my business?
We can advise on the best structuring options to maximise use of IHT exemptions for passing down family businesses to the next generation and achieving long-term value across your business interests.
Can you review the performance of my existing investments?
We will review your current financial position and advise on areas where there may be opportunities to save or gain more from your money and, where appropriate, will recommend engagement with one of our authorised financial advisors.
Can you give me investment advice to enhance my present and future portfolio?
Yes, a highly experienced discretionary fund manager will oversee your financial portfolio, deliver expert recommendations and qualify any investment ideas you may have.