About Us
Lifestyle Financial Planning, Wealth Management and Total Tax Management
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We
are a firm of Financial Planning Specialists specialising in Lifestyle Financial Planning, Wealth Management and Total Tax
Management Solutions for Business Owners,
Private Clients and Trusts.
- As part of our Lifestyle Financial Planning service, we create for each of our clients, a unique "Financial Independence Plan". For those clients who have already achieved financial independence, we create a unique "Maintaining Financial Independence Plan". These Plans create a framework against which to manage our clients Wealth and Tax Mitigation strategies.
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In
response to demands from our clients, we created
and developed a unique proprietary Wealth Management and
Total Tax Management System.
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We
have saved many clients significant amounts of
tax through our Total Tax Management System.
We take an holistic approach to
maximising all potential tax breaks in a
consolidated and integrated tax plan.
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Our
Asset Planning and Investment Management service
ensures a strategic approach is taken to the
total of our client's assets and objectives. This ensures the right assets are
held in the right proportions for the right
period of time.
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Our
clients' benefit from our in-house proprietary
"Tailored Benchmarking Review" Service.
Our approach is to create a completely
individually tailored benchmarking service which
employs the normal Target, Actual and
Variance indicators which most clients
understand.
We do not employ mass market jargon or
solutions.
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We
believe our tailored approach delivers
significant outperformance when measured against
the traditional "mass market" solutions.
We are delighted to say our clients
agree.
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Our
Wealth Management and Total Tax Management service is
undertaken at Chartered Status level (i.e. a
similar professional qualification level to
accountants, lawyers, doctors, engineers etc).
This helps to ensure our work is of the
highest professional standard available in the
marketplace.
Transparency,
Accountability and Code of Ethics and Conduct
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