With world economics and markets in unprecedented territory the need for quality independent financial advice has never been greater.
Our belief is that good effective financial planning, is essential for all clients for them to achieve their short, medium, and longer-term financial goals. As such, it makes sense that this is offered as a core discipline.
Be it protection at the early stages of wealth creation, through to efficient wealth management, and mitigating tax on estates, there is a need for quality independent financial advice at every stage of your financial journey.
The department is headed up by John King, who has over 30 years in the profession. He is a former IFA of the year (Planned Savings) has contributed to various newspapers, and magazines on financial matters, Appeared on Sky business news, Moneybox live, and acted as a technical editor for the Chartered Insurance Institute. He has worked in financial planning in accountancy practices for over 15 years.
The team offer a full range of services covering all personal financial planning issues, and corporate solutions including pension and estate planning and various wealth protection insurances. We believe that the best advice for a client can ONLY come from a position of independence from any product provider, or financial institution, and their recommended solutions will be based upon an assessment of your individual needs, rather than some “off the shelf” package product.
For a free, no obligation discussion as to how they may be able to improve the efficiency of your finances please contact your usual engagement partner or John King direct on 0203 697 7147.