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.
