Access to an Independent Financial Adviser is an essential part
of the accountancy service we provide. Our aim is to ensure the
highest quality of advice and we believe this is best achieved
with the accounts team and the financial advisor work closely
together.
Clients will often have left a permanent employment role to form
their businesses, with the primary driver being
increasing their earnings.
Some of the money generated might be considered for
a financial planning package. This would normally include the
typical employee benefits offered by a large employer, such as life
insurance, income protection in the event of sickness or
incapacity, a medical expenses programme, and of course some
form of pension provision.
Over time, as the business grows and profits increase, personal
tax planning becomes increasingly relevant for directors and
owners. Clients are keen to clear existing debt and to build up
an investment portfolio with Individual Savings Accounts, Unit
Trusts, Investment Trusts and Bonds.
A complete Financial Planning Report can be prepared for the
Company, Directors and Employees providing information and
recommendations. Our Consultants will be acting on behalf of 1st
Option Financial Consultants Limited which is a sister company
offering independent financial advice, authorised by the
Financial Services Authority (FSA).
First Option Financial Consultants Limited is regulated by
the Financial Services Authority.
David Mount Director
The Group has grown into a nationwide operation with offices in three major cities, employing over 40 staff.
The FSA is an independent body that regulates the financial services industry in the UK
My Accounts Team are really good, but it's the quality of advice and support for anything non-standard that's really impressed me. Daryl Spires - Client
We have been delivering accurate, reliable, professional, fully-compliant accountancy services for more than a decade
Refer a colleague to us and we will write you a cheque for a months fees when they engage usContact your accounts team...
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