Financial Planning
You need to carefully consider both your current circumstances and your long term objectives. At Root Accountants we offer a truly personal service that we will tailor to meet your individual needs, bearing in mind both your immediate requirements and longer term objectives.
The sort of areas we can help and advise on include:
- Personal Planning – we can advise you on what you need to do with your business profits and earnings that will benefit you and your team.
- Retirement & Pensions – what sort of plans do you need to put in place for when you retire and what pension routes are most tax efficient.
- Wealth Management – retaining the income that your business has created by minimising tax and protecting wealth.
We are not registered or licensed to provide investment business advice. However, as Chartered Accountants, we can give you generic advice that will provide a useful basis for further discussions with an FSA-authorised investment business advisor. We will act in your best interests when providing you with details of any appropriately qualified advisors.
