Financial Planning

Financial products can seem complex, and the choices overwhelming. Wealthy individuals, entrepreneurs and their families have complex financial arrangements and receiving astute and beneficial advice on solutions that can enhance their situation can be difficult to source. Fortunately it is an area where our financial planning specialists, who are part of the Knox group of companies, can assist with. The advice given rarely is undertaken on an individual transaction basis but forms part of a unique plan.

Financial Products

The financial products they can offer advice on are far reaching, and include but are not limited to:

  • NISAs
  • OEICs
  • Onshore and offshore bonds
  • EIS & VCT investments
  • Pensions ranging from personal pensions to SIPPs and SSAS
  • Corporate arrangements including shareholder protection, directors’ life cover and income protection.


Trusted Advisers. Collective Expertise. Bespoke Solutions.