What our clients say
Using a financial adviser is about trust. You can trust Alan.
We were first recommended to Alan Solomons + Co when we were selling our Ironmongers business. They advised us on the tax aspects of the sale and helped in the final negotiations. I must admit I had certain apprehensions when we went to the meeting for the final negotiations. The other side was a company that had a team doing nothing but going round the country buying up ironmongers. How was a local accountant going to have any impact on them?
As it turned out Mr Solomons convinced them that our business was worth much more money than they were offering. Indeed much more than the maximum that their Chairman had authorised them to offer. They had to go back to him to get authorisation for an offer above the maximum already authorised, which they duly obtained.
On top of this it later transpired that Mr Solomons had slipped in a clause that meant were paid by the purchasers the full tax relief on our single premium pension premium instead of only one fifth. Their accountant did not pick up on the tax implications. This meant that we received an extra £27,600 plus £34,000 from the increase in the final price. The original offer of £286,000 had now become worth £347,000.
After the business was sold we wondered how to invest the money. Hearing that Mr Solomons specialised in dealing with investments we were more than happy to let him advise on all our monies. We had sizeable portfolios of shares that Mr Solomons wisely advised us to liquidate. Luckily most of our shares were sold before a crash in the market. We have been happy with his advice ever since.
Our focus is on maximising your investment returns, minimising the tax you pay and improving your personal financial planning all in a way that you are perfectly comfortable with. Alan Solomon’s Bsc FCA CeFA DipPFA is a practising Chartered Accountant as well as an Independent Financial Adviser with 26 years professional experience in helping clients achieve what they want. He will listen carefully to your requirements and offer you a personal, professional and caring service.
Most people aim at nothing and hit it with great regularity. By using cash flow models we devise a plan that helps you to have realistic goals that you will achieve. Our annual meetings ensure we keep in touch with your aspirations and we ensure you are on track to meet your goals.
Our investment knowledge has been developed over more than 27 years and we use this to create portfolios for you that meet your expectations.