Our clients mainly come to us by personal recommendation or as introductions from their accountant or solicitor. We have an experienced and specialist team and we believe that the way to help our clients achieve their requirements is by face to face meeting with our Independent Financial Advisers. Initial contact is often by email or telephone, however, we believe that personal meetings are the best way to achieve professional advice and build an ongoing professional relationship.
We provide technical and specialist advice to small and medium sized employers, tailoring our service to suit each individual client's requirements.
We work closely with key personnel at the client company on the establishment and ongoing administration of their corporate requirements such as share protection, loan protection and key person protection along with their employee benefits packages including all aspects of their pension schemes, group life assurance, group income protection and private medical insurance arrangements.
We help to plan our client's pre-retirement savings, taking into account their overall financial position and using the appropriate tax advantages available to them.
When drawing benefits we advise on the most suitable and tax efficient method of accessing capital and/or income by utilising one or more of our client's savings arrangements.
To find out how we can help you, click here to send us a message or call us on 0151 236 4568 and ask to speak with Neil Leaver or Jane Mather.