Head of financial services London +44 (0)20 7131 4440
We recognise that everyone’s financial planning needs are different, so you’ll get a very personal service tailored to your precise needs, with regular reviews available and planning for 'what if' scenarios.
You’ll have direct access to our highly qualified team of specialists who are experienced in dealing with complex financial affairs involving substantial income or assets and will keep you up to date on the issues affecting you.
We don’t provide our own financial products; so, you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant financial planning solutions from a trusted adviser.
Our in-house colleagues include pensions advisers, investment managers and tax planners who can provide you with a range of services where required.
What charities should consider when planning to make ethical investments
Long-term financial commitments can take their toll. It’s crucial that you balance the cost of your lifestyle with saving and investing for retirement.
R&D tax relief was created as an incentive to encourage companies to invest in innovation in the UK
Our unique executive financial counselling service provides a combined personal financial and tax planning service to key individuals within the company to help them achieve their financial goals.
The ISA regime shake up brings huge opportunities for tax efficient savings. What are the changes and how can they help you?
Financial planners need to look beyond straightforward forecasting if they are to effectively meet the needs of their clients