Financial Services

We can provide you with access to financial services for your clients.

Offering these services will benefit both you and your clients. Clients will appreciate the fact that most of their financial needs can be met under one roof and you will benefit as you can earn commission on many of these services.

The services include:

• Tax efficient Shareholder Agreements
• Individual & Business Wills
• CGT & IHT mitigation for property investors
• Strategies for Asset Protection both private & corporate
• Business succession planning
• Pensions in the workplace and planning
• Tax efficient Life Assurance schemes
• Investment of business capital
• Income Protection & wealth management
• Full financial audit & wealth management

We provide our clients with the tools, knowledge and support to be financially aware in all money matters, relating to private or corporate affairs.

For further information, please call us on 01268 417631 or email jasondormer@seahorseuk.co.uk