WKH Chartered Accountants and Business Advisors
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Financial Planning

Creating and managing your wealth

Never before has there been so much confusion in the Financial Services Industry! Stock market crashes, endowment shortfalls, pensions crisis, Insurance company collapse, the list goes on? The Financial Services landscape is constantly changing and increasing in complexity despite Government attempts to simplify it. It has become more and more difficult to make informed judgments and to try and get the best possible return on your investment. Partnering with the right accounting firm is critical. Here at WKH we can use our expertise to help you understand the market and find the best personal finance solutions for you. In addition to the tax planning strategies that can be suggested by WKH Chartered Accountants, we recognise that there is a requirement for bespoke, independent financial advice that you can trust. For this reason we have established WKH Financial Services Limited*. Through WKH Financial Services Limited you have direct access to high quality Independent Financial Advice tailored to your individual circumstances. By providing this service ?in-house?, we can ensure that all aspects of your financial planning 'dovetail' together. After all, knowing your business gives us a much better insight on how best to handle your other financial requirements.

WKH Financial Services Limited can offer you totally independent advice on the entire range of financial services including:

  • Life, critical illness and sickness insurance
  • Stakeholder and personal pensions
  • Pre & Post retirement planning
  • Group pension planning & Employee Benefits packages
  • Self invested personal pensions (SIPP) and small self administered schemes (SSAS) for directors
  • ISAs, PEPs and direct investments into Unit Trusts
  • Trustee investments
  • Capital gains tax and Income tax mitigation schemes
  • Inheritance tax planning
  • Mortgages

Through well-researched links with other professional firms, we can also offer access to advice on direct equity selection and Portfolio Management Services on either an advisory or discretionary basis.

Click on a heading for information:

*WKH Financial Services Limited is an appointed representative of Financial Ltd who are authorised & regulated by the Financial Services Authority (FSA)

Business Solutions
or
Personal Solutions
or
Registered to carry on audit work and regulated for a range
of investment business activities by the Institute of
Chartered Accountants in England and Wales