financial planning

We provide financial planning advice to our corporate and private clients via our joint venture with Epoch Wealth Management  (Epoch)*.  Together we provide our clients with advice on pension planning through to strategic cashflow modelling and wealth and portfolio management.

personal financial advice

Epoch offers advice on:

• investment and portfolio management
• tax, trust and estate planning
• pension and retirement planning
• protection – life assurance/critical illness/private health
• savings planning
• school fees arrangements
  

financial planning for your business and employee benefits consultancy

Together we can assist you with a range of business issues and present ideas on how to maximise opportunities such as:

• succession planning and exit strategies
• key employee protection planning
• shareholder and partnership protection planning
• MBO/MBI advice
• pension planning for executives and business owners
• establishing and reviewing employee benefit programmes as a function of reward and remuneration strategies
• developing tax efficient long term incentive plans

As a financial planning client you will receive a regular review of your financial position; regular updates on relevant financial planning opportunities and year-round access to a team of experienced advisers.

If you would like to arrange a meeting to discuss any issues you may have in relation to your financial position and objectives, please contact your usual engagement partner or Barry Newbury from Epoch.

* Epoch Wealth Management is a Trading Style of Positive Solutions. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate advice on some tax matters. Positive Solutions (Financial Services) Ltd, Riverside House The Waterfront Newcastle upon Tyne NE15 8NY. Registered as a Limited Company in England And Wales No. 3276760