"INNOVATIVE FINANCIAL SOLUTIONS"

We are a well established and specialist firm of IFA's based in Cirencester and London.

We offer directors and high net worth individuals a bespoke service. This includes advice on pension lifetime allowance, contribution limits, tax planning opportunities and investement portfolio management.

Buying a commercial premises through a SIPP/SSAS? We offer the full service.

Our specialists offer a wide range of tax planning strategies, and have ties with a number of  highly reputable professional firms.

Our Retirement Income Options Report provides a comprehensive guide to  income generation and tax planning pre and post retirement. 

Full/Phased Drawdown, OMO/enhanced annuities and guaranteed options are covered.

 WE OFFER A FREE INITIAL CONSULTATION

 In summary our specilaist services include the following;

• Pension Planning
• Drawdown, SIPPS, SSAS
• Corporate Tax Planning
• Company Employee Benefits Schemes
• EIS, VCT's, EFRBS, EBS
• Pension Lifetime Allowance Advice
• Investment Portfolio planning
• Modern Portfolio Theory
• Tax Planning

Please note; We also provide traditonal IFA products and services to include Life Assurance, mortgages and commercial loans.