How we work with Accountants

Anderson 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.