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Accounting Freedom are dynamic, forward thinking accountants providing clients across the country with a range of professional services.

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Wealth Planning

Financial advisor talking with clientAccounting Freedom Wealth is our independent financial advisory arm. There is a cross over when it comes to tax planning for individuals and corporate clients between accountancy and financial services.

Some of the main ways to reduce liabilities and plan for the future require financial advice - whilst as accountants we are able to highlight these savings, we are not able to implement them. This is where our Wealth Planning department will step in.

Accounting Freedom Wealth, as financial advisors, will work with our accountants to review your needs and implement the most appropriate plan for you.

We do not only deal with tax planning and saving opportunities, but also the wider aspects of financial advice – ensuring you have sufficient protection and savings for your needs.

As our financial advisors and accountants work closely together, our financial advisors are in the best position to take an holistic approach to you and your business you can be assured that the advice given will take into account all aspects of your business and family needs and requirements.

The services offered by Accounting Freedom Wealth include:

  • Pensions – Personal and Company Schemes
  • Savings and Investments
  • Mortgages
  • Protection – Life, Critical Illness etc
  • Financial Plans and reviews
  • Tax Planning and Savings

Contact us on

0845 293 7329

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