How we work with Accountants
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How we work with Accountants

calculatorAnderson Lloyd’s independent financial advisers work with accounts to ensure the best financial solutions, by:

  • Ensuring that both accountants and their clients are aware and up to date with pension legislation.
  • Reviewing pension schemes and making clients aware of the implications of NEST.
  • Ensure that the clients have suitable and up to date policies that meet their objectives.
  • Reviewing clients and reducing the costs of financial products through whole of market access and recommending more streamline products.
  • Making sure that the client is operating their investment portfolios in a tax efficient manner.
  • Communicating changes in financial products.
  • Providing IHT advice and planning tools.
  • Offering technical seminars to our accountant colleagues.

 

Get a Free Consultation Today

When you get in touch, we’ll appoint you your own dedicated independent financial adviser to find out how we can help you. Better still, this initial consultation is completely free of cost or obligation.

Just leave your contact details and one of our advisers will call when it's convenient for you.

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