Financial Advice Clinic

Service Description

Typically employees will book 30-45 minute slots. We operate an open agenda, this way we can share our knowledge with your people as appropriate to them. Examples of areas in which we can assist are: Financial planning Pensions & retirement planning Inheritance planning Lump sum investment Savings and regular contribution investing Efficient personal tax planning Wealth creation and management Please feel free to get in touch so we can design a bespoke solution for your company.

Contact Details