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Our Services >
Other Services
 Financial Planning
We are regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Where necessary, we work closely with your existing advisors, such as your Independent Financial Advisors, in order to obtain the best overall strategy and advice.
Company Secretarial Services
We provide a full range of company secretarial services, including assisting with the formation of companies, preparation of minutes of company meetings, filing of statutory returns and dealing with share transfers.
Share Valuation Services
There are a number of occasions where it is necessary to carry out a formal valuation of a company's shares. This can be for the purposes of inheritance tax, capital gains tax or disputes between individual shareholders. We are able to assist in the valuation of shares to meet all these circumstances.
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