Personal Services

In addition to services for your clients, with so many accountants and solicitors working long hours, you may find that you are giving your client’s cases far more time and thought than that of your own financial situation.

By reviewing your current financial plans and looking at future opportunities we can help put in place the appropriate planning steps to enable you to reap the benefits of the long hours worked and the financial rewards that go with it, leaving you to focus on your clients. This will also show the benefits of how we work with your clients to you first hand.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Client Testimonials

    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
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