Financial Planning
Rensburg Sheppards provides independent financial planning advice to both individuals and businesses on how to best meet their financial objectives.
Financial planning is the process by which resources and risks are firstly identified and then used or provided for in a way which best achieves financial goals and lifestyle.
A face-to-face meeting is the best way to ensure a client and their professional adviser understand each other. Alternatively, we could discuss your initial queries via email or over the telephone.
We provide detailed advice to our clients across the whole range of financial planning issues from the provision of straightforward life assurance to complex inheritance tax planning arrangements.
The following areas are examples of our activity:
- Financial Review
- Investment for Income
- Retirement Planning
- Inheritance Tax Planning
- Employee Benefit Services
For more information about our Financial Planning service please contact Graham Barber (graham.barber@rensburgsheppards.co.uk).
