Financial services

A key part of the way we do business as chartered accountants in Stratford-upon-Avon and Warwickshire is to make sure we see the complete picture of our clients’ business and personal lives.

We understand that there may be times in your life when you will need financial planning advice, including advice on investments. For example, you may require advice on investments related to a corporate pension scheme.

Investments require expert advice on the tax consequences of any steps you may be taking to ensure you receive the maximum tax benefits from your chosen products.

By reviewing your existing or proposed investments in the context of your overall financial situation, we can identify the tax implications and provide appropriate advice.

If you need more detailed advice about investment opportunities, we can introduce you to our experienced independent financial adviser (IFA) Inspire Wealth Management, who can advise on both corporate pension schemes and private individuals’ investments, to guide you through the huge range of available products to develop a portfolio tailored to individual requirements.

Inspire Wealth Management is a trading name of Marlborough Financial Management (UK) Ltd which is authorised and regulated by the Financial Services Authority.

For Independent Financial Advice, please visit www.inspirewealth.co.uk.

To find out more about how our leading firm of accountants in Stratford-upon-Avon and Warwickshire can help you, please contact us.