Professional Contacts and Services

We appreciate that apart from investment issues, many investors have other areas of financial planning, where professional assistance would be welcome. As such, we developed connections with other trusted professionals, whose area of speciality differs from our own. To access their services click onto the appropriate web-links, which include the following;

1. Stock-broking facilities - for investors seeking a managed portfolio of “Discretionary” individual equities, self-select Isa’s or “Advisory” dealing. The services provided by J M Finn & Co or Rathbones are highly recommended.  For further information on Rathbones services contact Mark Winchester on 01223 345370.
2. Pensions – with pension regulation and contracts constantly changing, reviewing existing pension plans and formulating an appropriate strategy for retirement is essential to assist in this respect the services of Chater Allen Financial Services are recommended.
3. Equity Release – this is a very specialist area of financial planning where advice is essential. “Mature Solutions” provide a complete assessment of the options available.
4. Taxation – a vital part of many individuals financial planning needs, with the aim of reducing potential taxation appearing high on most individuals agenda, whether that concerns Income Tax, Capital Gains Tax or Inheritance Tax. Personal taxation advice can be obtained from “Tom Moore @ Lakin Rose Chartered Accountants”.
5. Website Design - high quality individual website designers for individuals or businesses of all sizes, at a realistic cost, creating endless personal and business opportunities "Motivated Design LTD".