Independent Financial Advisers

Corporate Services

If you own your own business, you will need to consider a number of factors in terms of financial planning.

We can help you look at director's pension planning, exit strategies, share option agreements, and associated protection.

We are also able to work with you and your accountant to maximise tax efficient investments.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Upon completion of work carried out, we give each client a questionnaire to complete which we use to improve our practice. It also offers the opportunity for clients to provide comments on our service and these are some of the responses: I have known Julian Strutt for many years and know him to be absolutely trustworthy and reliable. As our Independent Financial Adviser he brings a wealth of knowledge and understanding to his work as a result of which we have been absolutely delighted with the returns on our investments. I would recommend him to anyone without any reservation whatsoever. Keith Sedgebeer

Investments

Pensions & Retirement

Estate Planning

Corporate Services