Financial planning

Wealth Management & Financial Planning

At X accountants we pride ourselves on understanding our clients and listening to their needs. Our team has experience working with both individuals and companies from a wide range of industry sectors at various stages of their life cycle.

We believe we can add most value to our clients by being specialists and by being involved as early as possible in legal or transactional proceedings. We offer a full financial planning service including tax planning advice so that you are able to preserve your wealth for your lifetime and even beyond that for future generations.

Wealth Management and Financial Planning is an area in which we are able to use our skills, experience and trusted relationships to deliver complementary services. We work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.

We proactively develop bespoke strategies aimed at reducing our clients’ tax burdens and provide regular updates to any changes in tax legislation.