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, Succession Group, is authorised and regulated by the Financial Conduct Authority, for your complete peace of mind.

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

FCA Number: 588378

Succession Group is a trading style of Succession Wealth Management Ltd, Succession Financial Management Ltd and Succession Employee Benefit Solutions Ltd. Succession Wealth Management Ltd (Registered Number: 07882611), Succession Financial Management Ltd (Registered Number: 04454027) and Succession Employee Benefit Solutions Ltd (Registered Number: 08146349) are authorised and regulated by the Financial Conduct Authority. Registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY and are owned by Succession Group Ltd.

Succession Group Limited does not provide financial advice itself. All advice is provided through subsidiary businesses which are all authorised and regulated by the Financial Conduct Authority.

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