We understand how all the pieces fit together and can provide a sound overall strategy for paying less tax, increasing your wealth, and directing your wealth according to your wishes.
Each of our advisers is not only a qualified Independent Financial Adviser, but also a practicing Tax accountant and authorised Probate practitioner. This means the adviser you see will have current professional development and practice experience in personal tax and Inheritance tax.
We provide advisory only services – for which we charge an hourly rate.
We also provide on-going management services – for which we charge either a pre-agreed fee or a percentage of assets under management.
We offer a holistic financial service and will provide as many – or as few - pieces as you wish to suit your personal circumstances.
We are also equipped to work alongside clients’ current legal and tax advisers.