Here to help you
As financial advisers our purpose is to assist you achieve Your Plan, we provide individuals and businesses/business Owners with advice on practical and relevant solutions. Some of these solutions might involve key areas listed below.
Estate Planning and Inheritance Tax Mitigation.
Pre and Post retirement planning, specialising in pension consolidation, property purchase via SIPPs and SASS
Wealth Creation and Tax Planning
Later Life Planning and Long Term Care
Protection
Our services will be best suited to those who have at least £250,000 of investable assets. This may be made up of existing pension funds, savings and investments.
You should be prepared to take time to ensure that your assets are arranged, you are prepared to be transparent about your current personal circumstances, and to think about and define your aspirations. To be willing to spend the time to listen and understand your options and the most difficult part of the plan to act on the advice.
Since we live in a world which is ever evolving, you agree to our regular reviews ensuring the continuing suitability of Your plan, these reviews are an integral part of our proposition.
We will work with your existing tax and legal Advisers, or make introductions where appropriate, to ensure that associated issues are taken account of and professionally addressed.
Our Services
Want to know more?
Call us for a friendly chat on 07824 563501 or
email: hello@coopermaverickllp.com