Our Clients

Typically our clients are from wide ranging backgrounds and tend to be planning for retirement or already retired but include individuals and small business owners, novice investors to the more experienced. We also deal extensively with attorneys who are responsible for looking after the finances of an elderly relative.

However, they all share the same goal, which is to ensure that they make best use of their assets to create wealth, reduce tax and make provision for their families in the event of their death or ill health and against needing long term care in later life.

____________________________________________________________________________________________________
Informed Choice South West is authorised and regulated by the Financial Conduct Authority