What we offer
Our Pledge to you
- We will at all times treat your financial affirs with the utmost respect and confidentiality.
- As a valued client of 35 Finance, you will at all times receive a professional, courteous and prompt service from us.
- All charges and professional fees will be explained in advance. There will be no sudden shocks or unpleasant surprises.
- Where appropriate, we will create and make recommendations on a financial plan that will reflect your current situation and future life developments, and we will offer to keep it under regular review.
- Client care is at the centre of everything we do. We actively communicate with our clients, which may be through newsletters, occasional seminars, correspondence and contact on the phone.
Areas of specialisation
We offer financial planning and specialist advice in the following areas:
- investment portfolio management
- pensions
- trust investments
- inheritance tax mitigation
- financial planning for small businesses (business protection, pensions, exit planning)
- pension sharing on divorce
- personal injury investments and trusts
- financial and tax planning for expatriates
You can find more detailed information on these areas under the Financial Planning heading.
