Our extensive range of services and financial advice are carefully tailored to meet your needs.
We take pride in providing a proactive personal service that offers tailored advice to suit your financial needs.
With an in-depth understanding of your finances and business, our impartial financial advice on your overall financial plan lets you to earn, save, protect and invest your money as efficiently as possible.
We offer best-in-class products and have relationships with leading firms to provide expert advice in areas like:
- Personal financial advice
- Pension schemes
- Retirement planning
- Life assurance and critical illness cover
- Financial planning to cover short, medium and long term requirements
- Corporate finance, including full advisory services- from business modelling and valuations to shareholder equity funding; from acquiring assets to ensuring profitable exits
We can provide introductions; recommend suitable independent financial advisors and work together with them to make sure you receive the best products and financial advice for you and your business.
Call us now, regarding your taxation requirements, on 020 8780 2349 or complete the enquiry form and we will call you back
The Provision of Services Regulations 2009 requires us to advise you that our professional indemnity insurer is HCC International Insurance Company PLC, 35 Seething Lane, London, EC3N 4AH.
Our territorial coverage is worldwide except for any professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
We are not authorised financial advisers, but will introduce you to suitable firms or individuals when you are considering transactions that would benefit from authorised advice.
We are not regulated by the Financial Services Act and will refer you to an FSA-regulated provider if that will benefit you.