Personal Financial Planning

Our team appreciates that your personal financial planning is not just about your business, but is more about you, as its owner, and your own long term needs and wishes.

We work in partnership with IFAs

Working either with your current independent financial adviser (IFA), or alongside a third party professional recommended by us, we are able to assist with tax efficient savings strategies and link this back to business cash needs and broader planning issues as required, as well as assist with calculations on liabilities and the impact of various solutions.

Planning for the future

We can also help you in respect of practical issues such as establishing Lasting Powers of Attorney, setting up Trusts for the family, through to Will planning advice.

Further Information

For further details, please call the team on 01934 620011 or send us a message now.


For more information about this, please contact:

Nigel Harris

Nigel Harris

Partner - Corporate and Client Services

01749 342255
Email Nigel