You cannot put off planning for the future, as we all know it comes around a lot quicker than we think!
Our specialist group company can work with clients to assess a wide range of financial planning issues. This may be as simple as appropriate life insurance cover or perhaps medical insurance and critical illness protection. We work with many businesses to provide tailored benefits packages for all or just senior employees, as part of the efforts to motivate, reward and retain key people.
Financial advice will also extend to broader wealth planning, looking at pensions, inheritance tax and many other complex financial planning needs.
Mark Holt & Co Wealth Management is a joint venture company working with experts in all aspects of personal and business financial planning, but enabling us to ensure that advice dovetails with the needs and resources of the business, so you can be certain no one is pushing a product just to earn a commission.