Who is this service appropriate for?
There are a number of people who choose to use our financial planning service. These include:
- Individuals who are looking to save on an ongoing basis
- Persons approaching retirement, or who are already retired
- Trustees and beneficiaries of discretionary, disabled or offshore trusts
- People who already have an investment manager or stockbroker on a discretionary basis but who would like a professional to make sense of the jargon, review performance and help manage their risk
- Persons concerned about their tax status, either from an income, capital or inheritance tax perspective
Interested? Contact us here if you feel you would benefit from this service.