Financial Services. Get the most from your money.
Get peace of mind and ensure you are maximising the return on your investments.
- Your own dedicated financial advisor
- Investment Planning
- Retirement Planning
- Life & Business Protection
What can we help with?
Our financial advisor Simon Puleston can help you with all of your financial requirements. Meetings with Simon can either be conducted in person, via Skype or over the telephone.
The Accountancy Partnership has an arrangement with Simon Puleston of Puleston Wealth Management Ltd, who is an appointed representative of Intrinsic Financial Planning and Intrinsic Financial Mortgage Planning Ltd, who are authorised and regulated by the Financial Conduct Authority to provide clients with financial planning advice.
Good investment planning relies on in-depth knowledge and regular oversight of the markets. Our clients can benefit from a bespoke investment planning service that ensures that their portfolio holdings are reviewed daily in line with their objectives. Our specialist financial planner will take you through a detailed process examining your objectives, including your tolerance and capacity for risk. From this, he can put together a firm investment strategy that is tailored to your situation – and most importantly, one that makes sense to you.
Talk to us about your ISAs, OEICs, Unit trusts, Investment Trusts, EIS, VCT and direct share holdings.
The ever-changing world of pensions and retirement planning can appear daunting, but it presents many opportunities for investors, not least some valuable tax benefits. Similar to our investment planning service outlined above, our process is centred around your goals, objectives and tolerance and capacity for risk. Whether you have existing pensions and wish for your overall strategy to be reviewed, or whether you want to create a new retirement plan, our specialist financial planner is well positioned to offer full guidance.
Talk to us about your personal pensions, SIPPs, SSASs, executive pensions, RACs and s32 contracts.
Life & Business Protection
If you have a family that depends on your income, you may have considered the need to protect that income in the event of unexpected circumstances. Alternatively, you may seek to protect your business from the financial implications of the death or illness of a key employee. Our specialist can identify where any shortfalls may exist, and can guide you towards cost-effective ways of providing cover for these.
Talk to us about your life assurance, income protection, critical illness cover, private medical insurance or key-man cover.
Inheritance tax planning
There are many different ways of reducing your inheritance tax burden that ought to be considered before taking any major steps. Our specialist will discuss with you the respective benefits of gifting, trust planning and insuring against the potential liability.
Auto Enrollment/Workplace Pensions
With the new requirement of Auto Enrollment, it is vital that business owners of all sizes know their obligations as employers. Failure to put a scheme in place can result in sizable penalties and administrative burdens, so contact us today to find out how we can help.
Want to find out more?
Please contact us if you have any questions or would like further information about the financial services we can offer.