Independent financial advice
- Company and personal pensions
- Stakeholder pensions
- Investment for capital or income
- Tax efficient investments
- Critical illness *
- Private medical *
- Mortgages *
- Life insurance *
- Keyman and income protection *
- Inheritance tax planning
- Trusts and estate planning
- Retirement and exit strategies
- Wealth management
* Certain products in these categories are not
regulated by the FSA and specific details will be given in each
case.
Corporate Solutions
- Management information systems
- Financial forecasting
- Raising finance
- Management buy outs/ins
- Acquisitions, mergers and disposals
- Due diligence
- Corporate recovery and restructuring
Agricultural Solutions
- Farm performance indicators
- Land and machinery purchases
- Diversification
- Succession planning
- Working capital
Wealth Management Solutions
- Maximising tax relief
- Tax efficient remuneration
- Family businesses
- Retirement and succession
- Valuations
- Tax enquiries and investigations
- Inheritance and capital gains tax planning
Authorised and regulated by the Financial Services
Authority. Member of the General Insurance Standards Council. Registered
with the Mortgage Code Compliance Board.
At Forrester Boyd we make sure that your success
is our business.
