We’re well aware that not everyone finds financial planning riveting but we at Accudo do… and that is what we are here for!
We have built our business so that we can offer the appropriate elements of investment and pension planning all under one roof, which we believe sets us apart from many competitors who outsource various parts of this process, for example the pension transfer advice and/or the portfolio management component is frequently outsourced by many of our competitors.
You can find out more about Our Services by clicking the relevant subject below.
Claire is a qualified accountant and Pension Transfer Specialist. Igor is an Investment Specialist and Callum is a recently qualified financial adviser with pensions and investment experience and we are complemented by our support team Sandra and Alex, who between them also possess a wealth of tax and financial administrative experience. By utilising the skills and experience of our team, our client’s needs are met in-house and we also like to think we are friendly and enjoyable to work with, which let’s face it goes a long way in any industry.
The financial planning process with our advisers looks something like this…