Bespoke financial planning to
Help You Control Your Lifestyle & Future
We will work with you to understand your situation and needs, then develop personalised advice to help you achieve your goals.
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Our Services
We can help with…
Pensions
Investments
Trusts
Wills
What Does A Financial Adviser Do?
David Stirling talks us through the role of a financial advisor.
A financial advisor helps you build towards your goals and targets in the future. That’s often by helping you build investments, pensions, mortgages and protecting your family against events like death or critical illness.
We support you with a plethora of financial products. Typically, we look at your current financial situation and your goals, and how to get to them, taking into account your attitude to risk.
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Company Director Pensions
A conversation about company director pensions, with David Stirling.
A company director pension is a special arrangement for business owners. Basically, it means they can pay into their pension from their own company as a legitimate business expense. It’s a very tax efficient route for a business owner to take money from their business because they also receive corporation tax relief on it as an allowable expense.
It’s a double bonus for business owners because they’re getting money for their future, and also getting corporation tax relief – so it’s definitely worth considering for company directors.
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