Financial Services at Accountants in London

Individuals

• Tax planning & compliance
• Financial Planning
• Capital Gains/Inheritance tax planning
• Investment Advice Trustee, executorship and estate planning

Whatever your financial status you will profit from the experience of a financial adviser who will listen, understand and help you make the most appropriate financial decisions for you and for your business.

You will benefit from the knowledge and experience of someone who is totally trustworthy, absolutely confidential and above all completely independent.

As Chartered Accountants we have a thorough understanding of our client's commercial and personal circumstances and are hence ideally placed to advise on investment strategy including:

• Pension schemes : personal and corporate, including self-administered schemes
• Stock exchange investments and unit and investment trusts
• Life cover and protection cover for illness
• Savings Plans Lump sum investments
• Share Protection for shareholders in small businesses

In particular our investment advice focuses on obtaining maximum after-tax returns by utilising all appropriate exemptions.

We take a close interest in financial planning with regard to our client's affairs and advise on the best route forward.

Because we are linked to an Independent Financial Adviser we are also then able to introduce our clients to an extremely tried and tested source to actually put in place the particular investment programmes we recommend.

High Wealth Individuals
At Bowker Orford we have considerable expertise in dealing with the affairs of high net wealth individuals. Whilst always looking at minimising tax, we are frequently involved in the setting up and administration of Trusts to ensure maximum returns on investment.