[cs_content][cs_section parallax=”false” style=”margin: 0px;padding: 45px 0px;”][cs_row inner_container=”true” marginless_columns=”false” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”2/3″ style=”padding: 0px;”][x_image type=”none” src=”http://www.thebusinessboard.co.uk/wp-content/uploads/2016/10/BegleyBrown_logoNEW.jpg” alt=”” link=”false” href=”#” title=”” target=”” info=”none” info_place=”top” info_trigger=”hover” info_content=””][cs_text]INDEPENDENT FINANCIAL ADVISERS & CHARTERED FINANCIAL PLANNERS[/cs_text][cs_text]Our clients are typically busy and successful at what they do and the one commodity they have least of is time. That’s where we come in and we can help you to get organised.
We also see our role as guiding and coaching and we try to prevent our clients from making common mistakes such as buying and selling investments at the wrong time and investing in risky products.
Whilst we can’t give any guarantee’s around investment performance working with us over the longer term is likely to provide you with a superior result than you could have achieved yourself, without the stress and without taking the same degree of risks.
We believe we can add value in the following ways:[/cs_text][cs_icon_list][cs_icon_list_item title=”Saving you time.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Saving you time.[/cs_icon_list_item][cs_icon_list_item title=”Cutting through the jargon.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Cutting through the jargon.[/cs_icon_list_item][cs_icon_list_item title=”Giving you a clearer understanding of your choices.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Giving you a clearer understanding of your choices.[/cs_icon_list_item][cs_icon_list_item title=”Calculating a figure or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Calculating a figure or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Validating a figure or target you may already have come up with, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Validating a figure or target you may already have come up with, or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Providing a second opinion on your own decision making, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Providing a second opinion on your own decision making, or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Working alongside you as a trusted strategist and helping you set your future course, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Working alongside you as a trusted strategist and helping you set your future course, or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Keeping you on track and in alignment with your real goals in life, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Keeping you on track and in alignment with your real goals in life, or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Removing emotional pain or fear about a major financial decision, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Removing emotional pain or fear about a major financial decision, or target you can work towards.[/cs_icon_list_item][cs_icon_list_item title=”Our ongoing model is based around growing your investments, or target you can work towards.” type=”check-square” link_enabled=”false” link_url=”#” link_new_tab=”false”]Our ongoing model is based around growing your investments, or target you can work towards.[/cs_icon_list_item][/cs_icon_list][x_blockquote cite=”” type=”left”]Choosing A Financial Advisor Is One Of The Most Important Decisions You Can Make. Take Your Time, Choose Wisely, And We Hope We Can Earn The Right To Work With You.[/x_blockquote][cs_text]Tax considerations play a vital part in our advice to you and any saving you make in tax is an additional and immediate return on your capital.
It is next to impossible to produce an efficient investment plan without ensuring that maximum advantage is taken of the various tax reliefs and exemptions available to all.
Our tax planning advice will consider:[/cs_text][cs_icon_list][cs_icon_list_item title=”To ensure as far as possible that valuable returns in portfolios are not reduced by penal higher rates of tax, or wasted allowances.” type=”check” link_enabled=”false” link_url=”#” link_new_tab=”false”]To ensure as far as possible that valuable returns in portfolios are not reduced by penal higher rates of tax, or wasted allowances.[/cs_icon_list_item][cs_icon_list_item title=”Valuable Capital Gains Tax exemptions are often overlooked or underused to the severe detriment of long term returns on investments.” type=”check” link_enabled=”false” link_url=”#” link_new_tab=”false”]Valuable Capital Gains Tax exemptions are often overlooked or underused to the severe detriment of long term returns on investments.[/cs_icon_list_item][cs_icon_list_item title=”Whenever possible, our planning will include structures that can be effective for accumulated wealth as well as meeting your ongoing income and capital needs.” type=”check” link_enabled=”false” link_url=”#” link_new_tab=”false”]Whenever possible, our planning will include structures that can be effective for accumulated wealth as well as meeting your ongoing income and capital needs.[/cs_icon_list_item][/cs_icon_list][cs_text]Our advice can help you to build, and manage a tax efficient financial strategy that will maximise your returns in your lifetime while reducing or, in some cases, eliminating the impact of Inheritance
Tax on your Estate on death: In our experience, many clients are not aware of just how large an impact Inheritance Tax might have on their Estates and we will always have conversations with you to outline your options.
The Art Is Not In Making Money But In Keeping It
We frequently give clients advice around how they can retire early or protect and grow their wealth
We are experts in Income Drawdown and can help you avoid “Pound cost Ravaging”
We can help you to find the best annuity for your circumstances
As Warren Buffett says ‘Price Is What You Pay, Value Is What You Get’
[/cs_text][x_blockquote cite=”” type=”left”]Our reputation is built on our integrity and the confidence our clients have in us. We are open about the way we carry out business and how we are remunerated. Our business is our clients and we never forget that.[/x_blockquote][/cs_column][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/3″ style=”padding: 0px;”]
Pensions[/cs_text][cs_icon_list][cs_icon_list_item title=”Do I have any existing Pensions?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]Do I have any existing Pensions?[/cs_icon_list_item][cs_icon_list_item title=”How much are they worth?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]How much are they worth?[/cs_icon_list_item][cs_icon_list_item title=”How are they performing?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]How are they performing?[/cs_icon_list_item][cs_icon_list_item title=”Is this good / bad / indifferent to other comparable options?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]Is this good / bad / indifferent to other comparable options?[/cs_icon_list_item][cs_icon_list_item title=”How much will they be worth at the point I am going to need them?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]How much will they be worth at the point I am going to need them?[/cs_icon_list_item][cs_icon_list_item title=”What kind of income will I be able to generate when I stop earning / working?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]What kind of income will I be able to generate when I stop earning / working?[/cs_icon_list_item][cs_icon_list_item title=”Am I clear about how much I should be saving?” type=”plus” link_enabled=”false” link_url=”#” link_new_tab=”false”]Am I clear about how much I should be saving?[/cs_icon_list_item][/cs_icon_list][x_gap size=”50px”][x_image type=”none” src=”http://www.thebusinessboard.co.uk/wp-content/uploads/2016/10/FPLogoGOLD-e1476805014286.jpg” alt=”” link=”false” href=”#” title=”” target=”” info=”none” info_place=”top” info_trigger=”hover” info_content=””][/cs_column][/cs_row][/cs_section][/cs_content]