Personal Finance
Osborne's Spring Budget announced generous rates of tax relief up to 30% and a doubling of the EIS ceiling. For more information on EIS and Lifestyle planning please contact mark.busby@dbsellek.co.uk or call 01344 620 495.
Personal financial planning can be complicated at the very best of times. We are able to offer a hand holding service and guide you through the choices so you can maintain your lifestyle.
In conjunction with an independent financial adviser we are able to advise a financial strategy that best suits your lifestyle both present and future.
We do not advocate the 'hard sell' approach but we do encourage clients to revisit this area throughout their lives. We believe that it's of paramount importance to make clients aware of the ever-changing opportunities available.
We are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accoutants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been enagaged to provide.
Free financial services health checks are available to help you decide what’s important.
Book your FREE financial services health check now.
Whatever your requirements we would be happy to meet you.
See related services:

Read the 2011 Spring Budget