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Denniss Matthews
are able to offer a comprehensive financial advice service to
clients through the medium of Solicitors Financial Services -
a scheme set up by the Law Society to enable legal practices to
provide high quality financial advice to clients.
We find that
many of our clients are uncertain where to look for expert and
independent financial advice. This is not surprising since major
banks and most building societies and investment advisers have
become "tied" to one particular investment house or
insurance company i.e. they are only able to recommend investments
or insurance policies of the one company they are tied to.
We believe
that it is important to ensure that our clients have available
to them advice which is expert and independent, and, which is
uninfluenced by any "tie." We achieve this through Solicitors
Financial Services.
The sale of
most types of "packaged" financial products generates
commission to intermediaries through whom they are bought. Our
policy is to share any commission we receive equally with out
clients.
The financial
services which we are able to arrange are set out below. We can
arrange a discussion with one of our independent experts at our
office or at your home or office. This meeting would be free and
without any obligation on your part to proceed further.
The range
of financial services covers:-
- corporate
and partnership planning
- key
person cover
- tax
planning
- insurance
for sickness, accident and death
- financing
long-term care
- tax-efficient
investment management
- mid-life
and pre-retirement planning
- redundancy
financial counselling
- school
fees planning
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- inheritance
tax mitigation
- pension
planning, transfers and buy-outs
- expatriate
counselling
- savings
schemes
- employee
benefits
- employee
share schemes
- mergers
and acquisitions
- executive
benefits
- mortgages
and equity release
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145 Anerley Road, London. SE20 8EG - Tel: 020 8778 7301/7631
- Fax: 020 8778 6782
Or send e-mail to Richard Sims (rs@denniss-matthews.co.uk)
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