FINANCIAL PLANNING

WELCOME

Could you benefit from a from a financial review? Our expert team of advisers are passionate and dedicated to providing our clients with an unrivalled advisory service. We provide financial planning and investment services to private clients, business owners, trustees and charities. Our clients include professionals, City professionals, management and retirees.

We build long-term relationships with our clients founded on trust, outstanding service and expert advice that focuses on your best interests alone. Put simply, we can help you in three broad ways:-

• We can help you develop a comprehensive plan to achieve your financial goals

• We can design an optimal structure for your finances to maximise the tax efficiency of your investments

• We can help you protect, grow and manage your wealth over time, ensuring you stay on track and achieve your goals
We offer face-to-face advice and can advise you on a holistic basis, helping you to make well-informed decisions. The scope of our advisory services includes:

 



Investment management & planning – Are you using your allowances and exemptions?
Retirement planning – When was the last time you reviewed your retirement plans?
Inheritance and estate planning – Do you have a plan to mitigate the 40% tax rate?
Personal and family protection planning - How would you or your family cope if you or your partner couldn’t work as a result of death, illness or disability?

Corporate Investment – Does your business have excess cash that could be invested?
Business protection - Is your business adequately protected in the event of a director’s /shareholder’s death, critical illness or long-term disability? How tax efficient is your exit plan?
Employee benefits - Looking to retain staff? How do your employee benefits compare?
Corporate pensions – Could you do with some help to manage auto-enrolment?


Our principal objective is to provide you with a quality of advice and service that you truly value such that you will be one of the many clients that actively recommend us to family, friends, business associates and charities. If you think our services could be of benefit to you, or someone you know, we’d love to hear from you.

To arrange a complimentary review, please contact Simon Dunkerley directly.