Judy Herdman, Finance Manager,
Cressex Community School
Financial Planning Services
We are regulated to carry out a range of Investment Business Activities by the Association of Chartered Certified Accountants.
At The Fish Partnership, we believe in working closely with Independent Financial Advisors to provide a tailored and comprehensive range of Financial Services which meets your individual needs. We believe that it is vitally important to look beyond the standard accountancy and taxation issues, helping Clients to protect their businesses and their families, whilst ensuring that life policies are written in a tax efficient manner.
Protection can take the form of Life Insurances, Keyman Cover and Income Protection and we can help you with planning for retirement, including Personal and Company Pension Contributions and the use of Self Invested Pension Plans (SIPP) or Small Self Administered Schemes (SSAS).
We are also able to assist you, in conjunction with our Independent Financial Advisors, in obtaining a mortgage, investing in ISA’s, Capital Gains Tax deferral schemes and Inheritance Tax mitigation. This close working relationship is even more important when it comes to investment planning to ensure that these are appropriate to the individual circumstances and minimise tax on investments.
Whatever your Financial Planning needs, it pays to use the effective partnership between Accountant and Financial Adviser.
