Additional services

It’s important that your finances are regularly reviewed in the context of your changing lifestyle and circumstances. At Essential IFA we can carry out a full financial ‘healthcheck’, taking into account your personal and business commitments and objectives. For example, it may be more tax efficient to make contributions to financial plans such as pensions through your business rather than personally.

We can provide expert, objective advice on a range of products and services, including:

• business insurance
• home buildings and contents insurance
• key person insurance and director share purchasing agreements for business
• Wills and Power of Attorney

We also work closely with qualified professionals to provide a full range of legal and accountancy services.