PROJECT / CONSULTANCY WORK

As well as providing a Comprehensive Financial Planning service we are often asked to undertake specific project or consultancy work either directly by Clients or by professional intermediaries such as a Solicitor. This project work may involve the evaluation of pension benefits for divorce purposes, reviewing Trust investments, implementing a Pension Sharing Order, valuing invested assets for Inheritance Tax purposes, a tax mitigation exercise, establishing an investment portfolio, putting in place a Long Term Care Plan, establishing Trust arrangements or any number of associated matters.

We know where our expertise lies; if we cannot do something in house, then we can Project Manage and coordinate independent expertise using our extensive range of established contacts and business partners that we have built up over many years. These associates include accountants, lawyers, legal documentation specialists, actuaries, pension administrators, SIPP Providers, discretionary fund managers, specialist investment houses, offshore contract providers, solicitors and tax consultants.

We may not know all the answers, but if we don’t, we usually know where to get it!

Please do get in touch if you would like to discuss any potential project work. We are happy to carry out an initial assessment of the work required without charge. We will then confirm the likely level of our fees before commencing any work on your behalf.