About Us
Most clients come to us by way of personal recommendation either from other existing clients or Feist Hedgethorne Chartered Accountants who we work alongside.
Our key philosophy is to improve the quality of our client's financial position by helping them to look after their money and lessen their administrative burden. This often reduces a lot of the worries that can arise when investing capital and mitigating tax.
We strive to ensure that investments are suitably allocated across different types of assets so that the risk being taken with the capital is appropriate for each client.
Our Adviser, Simon Robinson, is qualified to a high level which means that he has the necessary technical expertise and qualifications to provide quality financial advice. The advice will often fall into our core areas of investment and retirement planning but may also involve more specialist areas such as:-
Pensions and Divorce
Equity Release for Elderly Homeowners
School Fees Planning
Inheritance Tax Planning
Investment Planning for Trustees
