Financial Services

The world of financial services is an ever changing one and the increased legislation, particularly in the areas of pensions, inheritance tax and mortgages, means that specialist advice is essential.

With the options available to our clients becoming more and more complicated we have decided to establish an association with Independent Financial Advisers, Ian Patrick and Keith Hewitt of INK Financial Services. Ian and Keith will be an integral part of the team we have here at Clifford Towers. They have both been Independent Financial Advisers for many years and we believe have the knowledge and expertise to ensure that the service offered by them compliments our own.

Examples of the services that are available on a free initial consultation basis are:

• Lending for commercial, residential and overseas properties.
• Retirement planning.
• Care in retirement planning.
• School fees planning.
• Protection for your family.
• Investment planning.
• Trust and Estate planning.

If you would like to arrange an appointment to see either Ian or Keith or would like any further information regarding these services please contact us at either our Rugby or Stony Stratford offices.

This company is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute if Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.