As financial advisors, we specialise in taxation, investment and pensions. We believe that it is not possible to achieve indepth specialist knowledge in all areas, and therefore we refer clients to relevant advisers for specialised legal and other requirements.

Likewise, we offer specialised taxation, investment and pensions advice and administration services to other professional advisers whose clients have a particular requirement in these areas. We are keen to develop good relationships with other advisers for mutual referrals.

An example of the specialised advice we provide to clients of current advisers:

Solicitors
Tax efficient estate planning and related investment advice
Internal auditing of clients' business

Accountants
Taxation consulting
Pensions and investments

Estate Agents / Property Developers
Establishment and administration of tax efficient property syndicates 
Tax efficient property development and investment options