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.