Professional
Connections
We offer a holisitic financial planning service to the clients of a number
of solicitor and accountancy practices in the East Midlands.
With each of our partner practices we establish a quality client relationship
management system as well as regular review and reporting meetings to ensure
that the partner practice and most importantly the client receives a premier
service.
Of particular interest
to a number of our professionals partners has been the recent
launch of our Trustee
Review Service and Pension
Review Service.
Employers
Our 'In Career Executive Counselling' looks at remuneration planning and tax
mitigation for Directors and Senior Management. In consultation with the individual
our advisers produce a bespoke personal financial development plan to fit their
intended career path and objectives. The service aims to ensure that these
individuals can continue to concentrate on their busy lives safe in the knowledge
they are making the most of their hard earned income and that their retirement
plans are realistic.
As well as comprehensive financial and investment advice to individuals we
can also offer support to HR managers in meeting the ongoing challenges
and changing legislation relating to pensions such as A-day.