Services  
 


 

Legal and financial matters often go hand in hand. Bequests, trust funds and damages settlements may need to be invested. Older clients may require advice on organising their finances so as to ensure an adequate income with the lowest possible tax charge for themselves and their estates. They may also wish to consider the benefits of Equity Release and Long Term Care. Clients coping with the problems of divorce may require advice on the division of assets and the protection of children's interests, again with an eye to tax efficiency. Clients approaching retirement, selling their businesses or considering their retirement options are perhaps in the most immediate need of comprehensive financial, tax planning and legal advice.

  
 
 

When clients are referred by their accountant or solicitor to Professional Financial Centre (East Midlands) Limited, the professional introducer will continue to play an important role:

  • the introductory meeting will often be held in the accountants or solicitor's office
  • the accountant or solicitor may provide information needed by Professional Financial Centre (East Midlands) Limited
  • copies of the Professional Financial Centre (East Midlands) Limited’s recommendations will be sent to the accountant or solicitor
  • the accountant or solicitor can provide cash, custody and incidental legal services.

In short :

  • the solicitor, accountant and Professional Financial Centre (East Midlands) Limited work together for benefit of the client both at the outset and more importantly throughout the relationship.
  
 
 
 
©2009 PFC