Clear & Lane Financial Services is the independent financial advice arm of our practice. We are one of the few practices in the area that offer this service as an integral part of our added value service for clients.
Our IFA’s work closely together the partners of the accountancy practice, in particular, contact with our colleagues in taxation, to bring our clients a greater range of expertise and the convenience of having all of their professional needs catered for by one dedicated team. Our advice is truly independent – we act for your best interests and are not restricted to the products and services of one or a few companies.
An integrated approach
Any exercise we undertake on your behalf takes into account all the issues of which we are aware. For example, if an investment is being recommended, we will be fully aware of the tax implications to you as a tax client and advise you accordingly. We will also know of your total assets and ensure that the risk profile of any investment fits in with your overall attitude to risk. We take an “overview” of your entire position to ensure that we are working with consideration to all areas. We are committed to providing value to our clients, by optimising their financial position. You will find that your long-term security is paramount.
For further information about our Private Client Services, please speak to Jim Reece, our Private Client Services Partner on 0116 261 0061 or email: email@example.com or mike Simms our onsite IFA on 0844 801 0790 or email firstname.lastname@example.org