Financial planning

Because our work as chartered accountants in Stratford-upon-Avon and Warwickshire gives us a complete picture of our clients’ personal and business financial lives, we understand that there may be times when you need financial planning advice.

Investments require expert advice on the tax consequences of any steps you may be taking, to ensure that 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 an experienced independent financial adviser (IFA), to guide you through the huge range of available products to develop a portfolio tailored to individual requirements.

Our IFA, Inspire Wealth Management, is authorised and regulated by the Financial Services Authority, for your complete peace of mind.

For Independent Financial Advice, please visit

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