Some people worry about the cost of professional advice, without considering the cost of inefficient or poor planning.
An experienced financial planner can help you with both financial planning and investment management.
During the planning process we can help you collect the information you need to establish a financial baseline, and help you understand factors that can affect your finances. We can then recommend a financial plan that best fits your needs.
We work hard using our financial planning service in order for our clients to benefit in the following ways:
Sentinel Private Clients Limited operate very much as a centre of excellence, providing access to a select number of strategic partners. This enables us to provide solutions and strategies that are client specific and cost effective.
Specialties: We provide client specific advice to entrepreneurs, high earners, wealthly individuals and companies with a particular emphasis on tax efficient investment planning and wealth preservation.
Giving our clients peace of mind that they are on the right financial path for the future
Investments - The value of units can fall as well as rise, and you may not get back all your original investment and also Tax Planning advice is not regulated by the Financial Conduct Authority.