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Executive Gold Service Leaflet HANDSCOMBE
FINANCIAL PLANNING LTD EXECUTIVE
GOLD SERVICE - |
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With the growing complexity and sheer pace of modern financial life there is a significant demand for a comprehensive approach to managing total wealth - one that considers all the inter-related elements of tax planning, asset management, business and family interests with the most creative deployment of income and capital. Handscombes has a specialist service dedicated to the creation and protection of wealth - encompassing both private and business interests. Our service is distinct from ‘independent advice’ which continues to be rewarded by the sale of a financial product rather than the design of a financial plan to precisely meet client needs. Handscombes' Gold Service generally operates in close liaison with your other professional advisers to ensure all elements of advice are fully integrated. Together we aim to ensure maximum advantage is taken of available tax structures, that business and personal financial needs are correctly prioritised and that a chosen investment strategy adequately balances performance against risk. We are one of the few advisers in the country using a total financial management software system - the best of its kind in the world.This has revolutionised the advice process and enables the design of a financial plan to fulfil every conceivable need. An important factor to consider in wealth management is the use of tax shelters. Handscombes works in close liaison with the leading providers of sophisticated tax shelter vehicles to ensure that our clients are provided with the best opportunities to offset both income and capital gains taxes. Our service adds a new dimension to managing complex financial situations and will seriously benefit anyone who has neither the time nor the expertise to fully manage their own affairs. |
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Handscombes is the trading name of Handscombe Financial Planning Limited, |
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