Corporate Planning
When you are busy running a business on a day-to-day basis, often you haven’t the time to really look too far ahead. One of the services we offer is to help business people look at their corporate financial planning. We have the time and expertise to review financial areas that could help protect the company and benefit your business in the long term.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
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Takes the trouble to get to know his clients
I have known Graham since 2007, when he was recommended to me by a contact of a colleague. I liked him immediately as he has a pleasant and down to earth manner and he had the ability to assess my particular requirements and to help me understand my various options. As my requirements have changed over the last 13 years, Graham, because of his knowledge and understanding of his subject, is able to provide me with honest and detailed advice in a way that gives me every confidence in his recommendations. He takes the trouble to get to know his clients, which makes them feel that they have a very personal service. I would have no hesitation in recommending him to friends and contacts.