About the Business
This includes providing advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, cash flow forecasting, and advice on investing Court of Protection and personal injury awards, alongside specialist solicitors and accountants.
Founded in Bath the firm now also has offices in Bournemouth, Cambridge and London. The company employs approximately 40 people, our operating income in 2014 was £3.8M, funds under management are in excess of £300M and our employee benefits team handle a wide range of benefits schemes for employers with 5 to over 1,000 employees.
We the preferred financial adviser for a number of legal and accountancy firms across the South of England, as well being the preferred adviser for the Aston Scott Group, one of the UK's top independently owned risk management and insurance brokers.
Location & Hours
2 Poole Road
