We work alongside Nick How at Vintage Wealth to offer our clients full access to financial services advice.
If you are looking to buy either your first home, a holiday home or a buy to let we can help you decide on the budget, how much deposit you are able to raise and the most tax efficient way of extracting the cash funds from the company. Via Nick we have access to trusted brokers who have a wealth of contacts and market insight to share with you who will ensure the process runs smoothly.
We regularly advise on matters such as pension and retirement planning and work with you to ensure that by retirement age you will be able to sustain the lifestyle that you choose. This may be in the form of a traditional pension or many varied and alternative structures depending on circumstance.
It is important to ensure that you are protected in case of any unfortunate change in circumstance that may affect your earning capacity and consequent ability to pay off any existing borrowings and again we can offer you advice on the best polices for your needs.
Outside of the more structured investment planning we regularly advice clients looking to take advantage of the benefits offered by the SEIS and EIS schemes -both those wishing to invest themselves and those seeking investment.