OUR Services

General Review - We will review your current finances, objectives and devise a suitable strategy to take you forward.

Savings/Investments - We will make sure that your savings and investments are working hard for you and in the most tax-efficient way.

Protection - We will help you ensure that your family or business are protected in the event of illness or death.

Retirement - We will review your current arrangements and help you choose the best way of investing for retirement, including Self-Invested Personal Pensions (SIPPs).

Inheritance Tax Planning - We can help you plan to pass more of your assets to your family and reduce your family's potential Inheritance Tax.

Tax/Accountancy - Tax and accountancy services are provided by our associated company, Shearer, Bruce and Paterson, Chartered Accountants and Business Advisers. See www.sbp-ca.co.uk for further details