We help all manner of corporate clients in a number of different ways. It maybe advice on your company pension scheme or help in protecting your business should the worst happen to a key part of your business team or investing company funds.
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Providing financial advice to individuals & businessesGet in touch
"We have now worked with Saj for nearly five years, going through the sale of my business, investment of the proceeds and pension fund, rationalising our investments into a series of manageable pots and helping with inheritance tax planning. Saj has done an immense amount of research into available and relevant options, clearly understood our needs in terms of balancing risk with the need for regular income and security, but most importantly has shown immense patience – one of my early statements was that I will listen, but am unlikely to take more than 10% of the advice given! Sufficient to say that this percentage is now much higher and we have a more balanced lifestyle, as well as gradually securing our children’s future"Dr JB - Chislehurst