Wayne Grossman DipPFS's Linkedin Analytics

Are you a busy professional who focuses on the now, but needs to know their financial future will be viable? Are you concerned about maximising the tax efficiency of your money and investments? Is a potential inheritance that could be eroded by IHT an issue? Do you need a helpful guiding hand to navigate the complex world of pensions to ensure you have made the most of your allowances? Many of my past clients are entrepreneurs, Directors, Investment Bankers, Traders - busy professionals, They have similar issues in that they have little time to manage their financial affairs effectively & are looking to enhance their wealth, take advantage of tax opportunities or ensure that they can maintain their lifestyle during retirement. We also work with companies on tax efficient profit extraction, & business protection such as Key Man Cover, cross shareholder agreements and other insurances such as Relevant Life that exist in this space. Our emphasis is on maintaining long-term relationships with our clients, providing them with a source of trusted advice via an authorised and regulated advisor. - Individuals: - City Traders and Brokers - having spent 25+ years in The City - We understand your needs. - Legal professionals - Retirement Planning - Investment Planning - Tax efficiency, use of tax wrappers - Protection against financial risk - Trust, Estate & Inheritance tax planning