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Financial Advice Clients

Our clients have diverse backgrounds ranging from architects to farmers, electricians to website designers, professional sportsmen to accountants and solicitors.

As a result our skills are deep and our experience is wide. The majority of our clients are aged from 45 to 75 years old, which means we manage a significant number of clients approaching or in retirement.

Many are at a time in life when things are changing and they need a guiding hand.

We work with many businesses and help them in many ways. Some of the ways we can help are:

  • putting together "company Wills"
  • advice on tax efficient ways of getting money out of the business
  • how to reward staff with employee benefit packages
  • how to prepare their business for the best possible sale price
" I have found your pension services exceptional and of great value. You have explained in layman’s terms exactly what my options were, and helped me establish my goals. The report you produced was excellent. I would have no hesitation in recommending your services to others. "
Jamie Hanson, Director, EC Credit Control, Doncaster
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