This is our first point of contact for new clients.
We process new applications and new client information adding it to our database to enable the production of vital client report.
We gather vital background information, talk to providers and research the world marketplace to match products and services from pensions to investments to suit each client’s individual requirements.
We will also collate research on available products in the marketplace, liaise with financial providers and ensure every piece of client information is accurately entered on the office database.Back
New focus on Inheritance Tax The government has requested a review of inheritance tax (IHT), focusing…Read more
Stock Market turbulence in 2018 Global markets were hitting new all-time highs repeatedly in 2017 before…Read more
New Tax Year Begins When the current tax year comes to an end so will some…Read more