We can provide a full and detailed personal financial plan, incorporating advice on income, capital growth, tax considerations and bequeathing your assets. We will liaise with your stockbroker, solicitor, financial adviser etc. to ensure a total, proactive service at all times.
At Eacotts we take the broad overview necessary to utilise the fiscal and financial opportunities available in order to maximise personal wealth and minimise personal taxation.
We can draw up a plan to meet your individual circumstances and wishes, striking a balance between short- and long-term goals and recognising your priorities for income or capital growth and your attitude to investment risk.
We offer the same compliance and planning services to Trustees.
Advice is available on the full range of life insurance and packaged investment products, through our associated financial services company, Eacotts Financial Services Limited.
Eacotts Financial Services Limited is an appointed representative of Parnell Fisher Child & Co Ltd, Independent Financial Advisers which is authorised and regulated by the Financial Services Authority
Eacotts is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of Investment Services to clients because we are members of and regulated by the Institute of Chartered Accountants in England & Wales.
We can provide these Investment Services where these are complementary to, or arise out of, the professional services we have been engaged to provide.
Eacotts Financial Services Limited: Registered in England and Wales. Company No: 3140035. Registered Office: Grenville Court, Britwell Road, Burnham SL1 8DF