We can help anyone with their Financial plans…
We can help anyone to create a Financial Plan and become more tax efficient. Most of our clients tend to come from the medical professions or are SME owners as they have more flexibility in their planning options.
A lot of our recent clients are in their late 50s and early 60s when they come to us. They find themselves still struggling with debt issues and are worried that they won’t have enough money to retire on.
We have been often able to advise some new clients that they have more than enough to have a risk free retirement, to go and take that trip of a lifetime and start planning to pass on assets to their family now which will save them Inheritance tax charges in the future.