Tel: 01642 660300 | Fax: 01642 660301 | Email: theteam@anderson-barrowcliff.co.uk
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Financial Services
Anderson Barrowcliff LLP is authorised by the Institute of Chartered Accountants in England & Wales to conduct a range of Investment Business activities.
We have linked up with UKWM, a financial services group specialising in wealth management and employee benefits, with two of their advisers working in our offices on a regular basis to give our clients financial planning advice. This is primarily fee based advice but, when it is appropriate, clients can utilise commission to cover time costs.
In conjunction with UKWM or, if you prefer your existing advisers, we can add financial planning to the usual business and tax planning advice. Typical areas in which we can provide this additional assistance are:-
- Life protection and associated products
- Pension & retirement planning
- Wealth management including investment issues
- Tax planning in connection with your life cycle (Birth - Marriage - Death - Divorce)
Our aim is to provide a holistic and seamless service covering all elements of your financial needs, using the financial background we already hold in connection with your personal and business affairs.
We are happy to arrange a free initial meeting to discuss your financial planning opportunities with you.
Require more information?
If you would like more information or would like to ask us a question then call us on 01642 660300.
To ask us a question online click here.
