Our financial planning advice is underpinned by strong tax knowledge and our ability to embed this within clients’ financial plans. This allows us to develop financial plans that minimise your tax burden.
We stress that tax does not drive our investment decisions. It is however, a very important wealth creation consideration.
As we are not registered tax agents we cannot provide direct taxation advice, but we are happy to work with your personal tax accountant to formulate strategies to suit your individual needs.
" Chris provided me with timely, extremely valuable, unbiased advice on a number of occasions. He is very skilled at understanding one's particular circumstances and tailoring the advice he gives accordingly. I have every confidence in his expertise and integrity and am happy that he is managing our financial affairs. "
Dr Penelope Brassey