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We specialise in tax and financial planning matters and have undertaken a varied range of projects and other work for a number of clients, both in the UK and Europe, including:

  • Development and testing of financial planning software for a variety of providers
  • Development of suite of open-architecture, multi-asset trust wrappers together with marketing material, technical guides and other collateral, internal systems and staff training
  • Ongoing product management and marketing for overseas business in run-off
  • Provision of investment consultancy services
  • Provision of tax, technical and financial planning support
  • Development and presentation of bespoke training packages covering the full range of financial planning areas, including testing regimes
  • Development and presentation of targeted case studies and client scenarios
  • Authoring technical reference material on a range of subjects including Investment Product Design and Behavioural Finance
  • Provision of consultancy services for a trusts and probate company
  • Review of structured investment products and provision of marketing advice
  • Review of pension and investment client files for integrity and recommending remedial action required
  • Project management of multiple projects
  • Drafting and reviewing marketing material targeted at both the public and advisers
  • Development of financial plan, suitability letter and strategy report templates
  • Reviewing advice standards and development of testing regimes
  • Writing and marking exam papers for professional bodies and development of exam questions for other companies
  • Bespoke investigative work around taxation, including recommendations for negotiations with HMRC
  • Drafting e-learning materials
  • Drafting and reviewing website content for a number of companies

Client companies include:

  • 7IM
  • Adviser Advocate
  • Alico
  • AMLP Financial Planning Ltd
  • Aviva
  • Barclays Bank
  • Blevins Franks Financial Management Ltd
  • Bloomsbury Financial Planning
  • Bluefin
  • Bluerock Consulting
  • C Hoare & Co
  • Chartered Insurance Institute
  • Chartered Institute of Securities and Investment
  • Cofunds
  • Dealers Group
  • Distribution Technology
  • Faraday Financial Planning
  • Fidelity International’s Funds Network
  • Finimize
  • Fiscal Engineers
  • Henwood Court
  • Hoyl
  • HSBC Bank Plc
  • Inmarkets International Ltd
  • Institute of Financial Planning
  • Katalyst Paraplanning
  • Lifetime Group
  • Money Advice Service
  • Moneyvista
  • National Friendly
  • Newcastle Building Society
  • Old Mutual Asset Managers Ltd
  • Openwork
  • Palladium Solutions
  • Prudential Assurance
  • Prudential International
  • Pru Protect
  • PA Consulting Group
  • Premier Financial Management
  • Retirement Partnership
  • Royal Bank of Scotland
  • Royal London
  • Sesame
  • Sherpa Insurance
  • Society of Later Life Advisers (SOLLA)
  • Standard Life
  • St James’s Place Wealth Management
  • Technical Connection Ltd
  • The Kilminster Practice Ltd
  • The Paraplanners
  • The Pensions Advisory Service (TPAS)
  • The Personal Finance Society (PFS)
  • The Private Office
  • Voyant
  • Wizard Learning Ltd
  • Zurich