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Financial planning.

The finances of a high net worth investor are often comparable to those of a business and should be approached with a similar level of discipline. Basing investment decisions on a clear financial plan draws the valuable rigour one would expect in the management of a business.

 

It also helps to avoid overly complex investment strategies.

If you’re unsure which decisions to make about family wealth or how to go about planning for your future, don’t worry. Our services are designed to help provide clarity on your financial position.

Unbiased personal financial advice

Your journey starts with a fee-free meeting to discuss your current situation and future goals. We take the time to look at everything money-related, and if we don’t offer a particular service, we work alongside trusted third parties to give you joined-up advice. We offer independent advice that is built around you, not on products and without ties to investment providers. We also provide an indication of our fees so you understand upfront the cost of our services. No stress, no surprises.

Work out where you want to be – and how to get there

You need a clear lifetime strategy shaped to your aims, but flexible enough to keep evolving as you do. Tell us what you want, when, and what risk means to you. Then together we can build a flexible plan to meet these objectives. To make your life easier, we can marry financial planning with our investment management and tax services to manage your wealth in a way that reflects your personal objectives and circumstances.

Financial Planning Services for Individuals

  • Increase or preserve wealth in a tax-efficient manner
  • Investment advice: build savings for retirement, to generate future income and achieve other goals you may have
  • See how your financial future might look with cashflow modelling
  • Pension Planning both pre and post retirement
  • Inheritance tax and estate planning
  • Insuring liabilities
  • Tax planning
  • Advice for UK residents with non-UK citizenship with particular knowledge of the financial planning issues that face UK-resident US citizens
  • Added value ancillary services through third parties such as assistance with cost-effective Foreign Exchange, mortgages and other services

How are we different?

We are a financial planning led team seeking to build a long term relationship with you and your family where appropriate. Our focus is on understanding your current and future objectives in order to develop a clear plan to meet these and help you implement this.

We do not offer any in-house financial products, meaning the recommendations we provide are not prejudiced towards specific products or solutions. This enables us to provide absolutely independent advice to our clients.

We can work with you on your trusts and tax planning, as well as your long term investments, to ensure that your portfolio remains tax efficient and tax does not become a drag on performance.

We work with US clients on both their financial planning and investment management needs. Importantly, we can ensure that this is delivered in a tax compliant manner.

Whether you wish to self-manage your investments, have an existing discretionary investment manager or have not invested monies up to now, we can help. Through our integrated wealth management offering, we can combine your financial planning objectives and approach to risk with an investment management solution tailored to you.

Clarity is key

Above all, with us you get clarity. Clarity about your money and everything we’re doing to help you reach your goals.

Download these useful resources:
Life planning brochure
Portofolio management brochure

Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

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