Suite One, Ash Barn, Station Road, Charlton Mackrell, Somerton, Somerset, TA11 6AG
• We will check your accounts and talk to you about your VAT, PAYE, your statutory filing – everything, so we can make an assessment of where you are now.
• Then we’ll talk to you about your plans for the business, your exit strategy, your retirement and pension provision, your savings and investments – everything, so we can make an assessment of where you want to be in 12 months time, in 5 years time, in 10 years time – and how you are going to get there.
• We’ll listen to you as you outline your hopes and dreams for your business, your retirement, your lifestyle, your investments.
• Then we’ll put together our thoughts in a comprehensive report – your FREE Business and Personal Wealth Healthcheck
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.