OUR SPECIALISTS

Foreign Currency Exchange

Buying or selling a property abroad? Regular transfers to a foreign domicile? Don't let your bank take too much via adverse rates.

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Corporate Finance

Independently brokered advice on a whole range of market conditions, ranging from rainy-day to sunny-day business finance

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Property Finance

Residential, Commercial, First-time Buyer, Buy-to-Let, Equity Release, and many more from dedicated mortgage practitioners.

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Accountancy / Financial Management

Planning to future-proof your business, all the way through to your ultimate exit strategy.

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Intellectual Property Protection

Don’t let pirates plunder your ideas, your thoughts and your designs. Trade mark protection could defend your fledgling or established business.

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B2B Insurance Requirements

Broker to assist with Cyber, fleet, plant, office, public liability, professional indemnity, and other business insurances.

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Legal Services

T&Cs, contracts, HR, all legal disciplines, including arbitration, mediation and litigation.

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Chartered Tax Advisor

Chartered Tax Advisors, trust and estate practitioners, who specialise in unaggressive and secure tax planning.

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Key Person Cover / Director Protection

You insure your car, your home…so what about you? Your time, your health and your family’s health?

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Succession Planning

Help to protect your lifetime’s endeavour, for the benefit of your children, and your grand-children. Non-family bequests, and gifts for god-children…or possible exclusions?

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Wealth Management

Independent advice on how to grow and preserve your income and assets in a timely and tax efficient manner.

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Research and Development

Has your business invested in technology? Invented something merit worthy? Or created something ground breaking? You may well be eligible for tax credits from HMRC?

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Outstanding Invoice Resolution

Cashflow is important. Let us liaise with any late-payers and seek an outcome that secures your invoices, whilst not compromising your relationships.

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Claims Handling & Management

Dedicated specialists to navigate the complicated legislation and documentation within FCA & FSCS.

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Retirement Planning Provision

Many alternative pensions have been available through the years. S226, SSAS, SIPP, or ex-employer scheme. What is yours? An exploratory chat could help to streamline your arrangements.

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Business Premises Procurement

Are you moving? Would you like to downsize? Our specialist might be able to help you renegotiate your lease? T&Cs for exit and/or entry. They speak with commercial landlords everyday, so know the ropes!

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