Special projects

Specialist financial advice for one-off needs

In addition to our long-term financial planning service, we offer specialist financial advice for one-off or unplanned events.

You may be

  • An accountant
  • Solicitor
  • Other professional
  • A private individual
  • Or, company

Who needs professional financial planning input on a one-off project.

We are happy to work on a project basis with you such as

  • A divorce settlement
  • An Inheritance Tax plan
  • A Director’s or Employee benefits package.

Please contact us to discuss any individual project you have in mind.

We would be delighted to talk with you.