What we do

Our main role is to provide Independent Financial Advice to Individual and Corporate clients. This covers an enormous range of advice from Corporate Employee Benefit Solutions through to assisting clients with selecting an ISA.

However, the significant advantage we have over many other firms in our Industry is our in-house resources.

We have qualified professionals with the necessary FSA-recognised qualifications to advise on the most complex financial planning matters, without having to resort to third party support. This means that the adviser you speak to understands the solution recommended to you and is the one who will remain your main contact throughout your relationship with us. We will not pass you around a host of advisers or departments but will appoint an adviser who is capable and qualified to deliver the advice and service you are seeking.

Whilst not exhaustive, below are some examples of areas where we frequently advise clients:-

Personal client areas of advice

• Maximising Income from Capital
• Mitigating and recovering Income and/or Capital Gains Tax through investment
• Avoiding Inheritance Tax on your estate (it is never too late)
• At retirement planning (advising on the array of income options)
• Pre-retirement planning (advising on building an adequate fund)
• Financial Protection for the self-employed and small business owner

Corporate client areas of advice

• Extracting profits tax efficiently
• Establishing and running a Company Pension Scheme
• Administration service for Company Pension Schemes
• Company Life Assurance review and advice for your whole workforce plus key employees and shareholders
• Employee sickness schemes
• Buying your business premises
• Advising retiring staff on financial and lifestyle changes

We should also mention that we are committed to working with other professionals and enjoy a strong working relationship with some of the largest firms of accountants and solicitors in Somerset.