Personal Wealth Management
We can provide active advice on all areas of tax planning, including income, assets and tax havens. Our experts can also make recommendations on share grants and options and off-shore tax planning. Non-domicile advice is available, as well as support in completing your annual return.
Whether you're looking for advice on existing assets, risk management, diversification or offshore investments, Financial Focus is the only service you need. Our team can also offer guidance on the effective use of retirement funds and the tax implications of investments.
Financial Planning and Assistance*
Financial Focus offers general financial planning advice on ISAs, life cover, savings and pensions. We also assist with unit trusts, tax returns, private banking, life insurance cover and debt restructuring.
We provide an annual review of your existing mortgage arrangements and advise on new arrangements.
Your home may be repossessed if you do not keep repayments on your mortgage.
*These services are provided by The St. James's Place Partnership through Allard Associates.