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.

I was introduced to Julian based on a recommendation when I was moving from permanent employment to being self-employed. During this transitional period choosing the right portfolio of products was of utmost importance to me and Julian took the time to explain what I found to be very complex topics, in a language I understood to enable me to make an informed choice. Julian makes things simple for you and then goes away and makes it happen. I found him to be a wealth of knowledge about the products that are available and would not hesitate to recommend Julian to anyone wanting to gain control of their finances.
Lee Turner - October 2023

Investments

Pensions & Retirement

Estate Planning

Corporate Services