We can arrange to introduce you to an expert independent financial adviser or attend meetings with your own adviser, with a view to finding effective solutions for your personal and business needs. We will also work closely with your trustees, legal and other professional advisers.
Your needs and those of your business will change from time to time and, undoubtedly, be affected by changes in the market and by regulatory issues. Our recommendation will consider every reasonable criterion and provide a plan that is tailored to your current requirements. As your circumstances change, we will review and update your plan to ensure that your immediate and long-term financial goals continue to be achievable.
Many clients’ business and family interests are irretrievably interwoven. Often there is an overseas connection, which can present a difficult but unavoidable third dimension. We have the expertise to manage these situations to your advantages and prepare proposals that meet your financial objectives.