Fundamental to the way we work is the recognition that no two clients are the same, underpinning our commitment to providing tailored advice.
To ensure the advice we provide meets the exact needs of each client we serve, we ensure that:
we establish a full understanding of your current situation and plans for the future, including your attitude to investment risk;
we consider and prioritise your requirements for protection (life assurance, critical illness and disability concerns), savings and investments, and retirement planning;
we devise a plan to help you achieve your goals;
we research and review the market to select the most appropriate products and investments for your circumstances and requirements;
we pay close attention to the treatment of products in order to maximise efficiency;
we present our recommendations to you in clear terms, explaining the benefits and the costs in clear, understandable language;
we review the recommendations with you and only once we have your agreement do we implement arrangements on your behalf.
Our advice doesn’t end there. We review and monitor your arrangements and circumstances into the future, making recommendations to ensure that the overall financial plan remains in alignment with your strategy and in service of your goals.
HMRC has published the latest issue of the Employer Bulletin. The October issue has information on various topics, including: Please contact us for help with tax matters. Internet link: Employer Bulletin
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