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Financial Planning

Stewart Bond, the firms Principal, is authorised by the Financial Services Authority to carry on investment business.

As your accountants we are in the best position to offer the best strategic investment advice. Normally we know more about our clients' financial affairs than anybody else, and we know the way they think and operate.

We have forged alliances with various Independent Financial Advisors and we can match the clients' needs with suitable third party advisors to look after the operational decisions (i.e. choosing the particular insurance / investment product.)

We can advise in all aspects of corporate and personal financial planning by providing proactive and tailored advice.

Our services include:

• Pensions Consultancy.
• Retirement Planning.
• Bespoke Investment Planning.
• Protection Arrangements.
• Healthcare Management.
• Employment Benefits.

For more information or an informal chat - Contact Chris Bond or Email , cb@sbca.co.uk