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Blythe Financial Leaders in Wealth Management

       

Pension

I need a second opinion

Sometimes, your advisor may let you down and you are not 100% happy with the current plan. We are often asked to offer a second opinion. In doing this we seek to give you the peace of mind that the original plan was Ok, or if not we can help you take the appropriate action to redress. If you would like us to contact you in order to discuss this further please click here.

I need an expert witness

Should you feel that your current advisor has let you down we are experienced in performing the task of being an expert witness. We have helped, and worked together with, a number of advocates/solicitors in preparing papers for court and seen successful outcomes. If you would like us to contact you in order to discuss this further please click here.

I need to insure a life

We can help you to protect the lives of the parties to a Trust and help you through the myriad of types of policies that are available. If you would like us to contact you in order to discuss this further please click here.

I need to review tax efficiency

Whilst not tax experts we are able to introduce you to the right people who can fully advise you on the tax you currently pay. There are differing ways of how you can maximise the value of a portfolio and minimise tax, which we can help you with. We are able to help with multi-jurisdictional issues and the complexities these create. If you would like us to contact you in order to discuss this further please click here.

I need to generate income and/or capital growth

We are able to help you in balancing the need for income against the need for growth in the trust, to cover just one or multiple beneficiaries. There are many ways of achieving this and we would be delighted to discuss with you. If you would like us to contact you in order to discuss this further please click here.

I need a comprehensive financial review

As Trustees you are aware of your obligations in ensuring that the most appropriate advice is given and the most appropriate steps are taken to look after the property in your care. We can help you by giving you professional advice and review existing investments, risk and performance.
We will work with you to design and review the best way forward for your clients. If you would like us to contact you in order to discuss this further please click here.

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