When it comes to independent financial advice, Citroen Wells takes great pride in offering premium levels of expertise.

Financial planning is a highly-complex subject and we can determine what is best for you by offering up-to-date professional advice to guide you through the myriad of schemes available.

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.

Citroen Wells works closely with Timothy James & Partners Ltd, an independent financial services company. Together, we can help you with:

Advice

• Achieving realistic goals and maintaining and protecting assets
• Maximising relief, 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 AVCs
• 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

We’ll keep in close contact with you and your professional advisers to establish an overall strategy and realise your personal objectives. With Citroen Wells you'll get the close attention you deserve - we keep a close eye on all of our clients.

If you would like independent financial advice, then call +44 (0) 20 7436 6446 and speak to Chris Bryans, Andy Bracken or Neil Avery.