Whatever your role in advising private clients, we can support you. We have years of experience in working with professional connections and have developed a culture of delivering a service that is tailor-made and complementary. We don't set a minimum investment amount and are happy to provide strategic advice only.
We work to your agenda recognising and appreciating the trust you place in us. We are fully aware that what we do reflects on you and we treat all referrals with care, attention and sensitivity. We adhere to strict service level agreements so that you can be sure of a professional service.
Key areas that we can help with: -
- Divorce - pension sharing and splitting
- Pensions Lifetime Allowance - analysis, projections and advice
- Tax planning - inheritance, income and capital gains tax
- Tax efficient investment - ISAs, pensions, investment bonds and VCTs/EISs
- Pensions - suitability of employer and/or employee pension contributions
- Investment management - using independent research facilities provided by Rayner Spencer Mills
- Ongoing advice and support
We also operate bespoke introducer arrangements for professional referrals. Please contact Richard Hill on 07770 228544 or richard.hill@bishopsgatewealth.net.