Wealth Management & Pension Concerns
We offer independent advice on lump sum investments and regular savings plans.
Receive a free call to find out how our services can help you
CPC Accountants can provide you with independent advice on all areas of personal financial planning. We specialise in retirement planning, wealth management, succession and estate planning, tax planning and investment management.
Experts from our tax and corporate finance groups will deliver confidential and independent advice that you will trust. We listen to you and structure our recommendations to meet your requirements.
We provide advice in the following key areas to business owners, professionals, parents and corporate executives:
- Lump sum investments.
- Regular savings.
- Approving various pension products/options.
- Independent assessment of existing client products.
- Pensions arranged for individuals and groups.
- Risk free investments with capital guaranteed investments arranged.
- Securing secure investments yielding maximum returns which are tailored to the clients needs and circumstances.
Contact us on 023 8841899 or email Charles@charlespcrowley.com for help and advice.