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.
contact specialistCorporate Finance
Independently brokered advice on a whole range of market conditions, ranging from rainy-day to sunny-day business finance
contact specialistProperty Finance
Residential, Commercial, First-time Buyer, Buy-to-Let, Equity Release, and many more from dedicated mortgage practitioners.
contact specialistAccountancy / Financial Management
Planning to future-proof your business, all the way through to your ultimate exit strategy.
contact specialistIntellectual Property Protection
Don’t let pirates plunder your ideas, your thoughts and your designs. Trade mark protection could defend your fledgling or established business.
contact specialistB2B Insurance Requirements
Broker to assist with Cyber, fleet, plant, office, public liability, professional indemnity, and other business insurances.
contact specialistLegal Services
T&Cs, contracts, HR, all legal disciplines, including arbitration, mediation and litigation.
contact specialistChartered Tax Advisor
Chartered Tax Advisors, trust and estate practitioners, who specialise in unaggressive and secure tax planning.
contact specialistKey Person Cover / Director Protection
You insure your car, your home…so what about you? Your time, your health and your family’s health?
contact specialistSuccession 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?
contact specialistWealth Management
Independent advice on how to grow and preserve your income and assets in a timely and tax efficient manner.
contact specialistResearch 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?
contact specialistOutstanding 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.
contact specialistClaims Handling & Management
Dedicated specialists to navigate the complicated legislation and documentation within FCA & FSCS.
contact specialistRetirement 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.
contact specialistBusiness 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!
contact specialist