WHO WE SERVE

Business owners

We help you identify and articulate your goals, and calculate an estimation of your net worth as the key input into assessing your ability to meet your targets. We consider how your assets can be arranged optimally in terms of tax, flexibility and access, and help you make full use of investment wrappers such as ISAs, SIPPs and offshore bonds. We also help you mitigate against potential inheritance tax liabilities. The building blocks to help you reach your financial goals are your investments. We make sure they are suitable given your attitude to risk and your required rate of investment return. We also calculate the future value of your pension benefits and the most efficient way to draw on them. Importantly, we look at the range of insurance services that should be undertaken to protect your family in the event of death or long-term illness, particularly of the main earner.