Working together to build wealth and security.
We have vast experience in all aspects of financial planning from starting on the road to building a pension fund or investment portfolio to eventually retiring and working through the options when it comes to drawing an income, creating investment strategies, to Succession and Inheritance tax planning.
Tax planning strategies can include making pension contributions, Enterprise Investment and Venture Capital Schemes and making use of the annual ISA allowances.
For the small business, we are able to assist with implementing Workplace Pensions and protecting the business in the event of the loss of a partner or director.
One of the most important aspects of what we do is to create and monitor investment strategies to deliver results that meet the clients expectations and to achieve their goals.
This is achieved by carefully collating the information required for us to create a recommendation and to regularly meet to monitor and review progress.
Our strategies are designed using risk assessed funds, and performance is monitored using state of the art research tools.
We do not charge for a first exploratory meeting at which time we aim to establish a clients needs and objectives and to see if we can work together to meet your aspirations.
Where appropriate we like to work closely with your other professional advisers including Accountants and Solicitors to ensure a joined up approach to the planning process.
When it comes to implementing a recommendation, we will typically charge up to 2% of the amount invested, and up to 0.75% pa thereafter to cover the cost of providing the ongoing advice.
Our Wider Services
As part of the wider Planning Together Ltd group we can also provide you with independent financial advice in relation to your property purchase requirements through our partner company Planning Together.
For independent advice in relation to your property purchase requirements visit Mortgages Together.
For information on the wider group visit Planning Together Ltd.