We provide a fully bespoke and independent advice service that is relevant to each individual client. Using our trusted independent financial advisors, who are authorised and registered by the FCA*, our wealth management service keeps you better informed and in control of your finances whilst making sure you are making the most from your investments and plan for all eventualities for the future.
Through building a tailored plan based on your values, aspirations and goals we can help you along the pathway to financial independence and wellness.
We can help with:
- Tax efficient life cover – Put your life cover ‘on the expenses’
- Employees benefits – A great tool for recruiting and maintaining the best employees
- Pension planning – Extracting money out of your business in a tax efficient manner
- Investment advice – Making sure you have the best deposit rates available and investing surplus cash
- Keyman Cover – arranging business protection for your business from unforeseen risks such as your death or that of another key member of staff
- Shareholder Protection – Will your shares end up with who you want to benefit from them, is there sufficient capital available to buy the shares from a deceased director’s estate
- Inheritance tax planning – transferring your business wealth back into personal wealth in the most tax-efficient way possible