our services

independent financial advice - personal and corporate

Financial advice is a complex subject, involving the considerations of one's financial and tax position together with objectives and attitudes towards risk. Only up to date professional advice can guide you through the myriad of schemes available to determine the best for you.

Financial planning is not a one off exercise. It should be developed carefully over many years and be responsive to changes in political, fiscal and investment conditions, as well as individual circumstances. Consequently, your affairs require planning and control by experienced professionals familiar with all aspects of financial strategy.

We work closely with Timothy James & Partners Ltd, an independent financial services company, who can help you with:

• Advice
- Achieving realistic goals and maintaining and protecting assets
- Maximising reliefs, including pensions and the use of tax efficient investments
- Sheltering capital gains, including re-investment
- Minimising and possibly eliminating inheritance tax liabilities through the use of appropriate investment vehicles

• Planning
- Existing pension arrangements, Serps and AVC's
- Employers occupational schemes
- Retirement annuities and personal pensions
- Life assurance and trusts
- Pre-year end tax planning
- Pre-retirement counselling
- Critical illness and permanent health cover

• Knowing
- We keep in close contact with you and your professional advisers
- We work closely with you to establish and realise your objectives and overall strategy
- You'll get the close attention you deserve - we keep a close eye on all our clients
- You'll receive flexible, approachable and reliable service

Arrange a meeting today - it'll cost you nothing, apart from time. Contact Chris Bryans, Andy Bracken or Neil Avery on +44 (0) 20 7436 6446 or click here

Here to help with all your financial affairs