PQR Financial Planning Limited

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At PQR we provide advice on all aspects of personal finance, including tax, pensions, investments and protection, and assist our corporate clients with employee and director benefit schemes, auto-enrolment pensions and protection benefits. When it comes to the major financial decisions in life such as investing for the future, protecting the family, or putting in place the right pension and retirement strategy, the choices of plans and schemes on offer in the marketplace can seem overwhelming and frankly bewildering. In addition, each succeeding tax year brings with it fresh legislation and new allowances in income, dividend, capital gains and inheritance tax, making it hard for many people to keep abreast of changes and know how best to structure their finances to keep the amount of tax they pay to a minimum or their investments consistent with their attitude to risk. Our corporate clients know that to ensure they maintain an engaged and productive workforce they need to offer the right range of employee benefits, and keep up to date with legislative changes such as those relating to the provision of workplace pensions. This is where our particular expertise lies. Each year, we help many clients, individuals and companies, by developing clearly-defined plans that take account of their often diverse circumstances and differing long term objectives. We firmly believe in building long-term relationships with our clients, and know that over the years, their goals and plans will undoubtedly change; when that happens, we will be there to offer further advice and guidance to keep their finances on track. So, if you're looking for help in successfully navigating today's often-turbulent financial environment and would like to work with a team of independent highly-experienced financial advisers who are knowledgeable, approachable and friendly, then why not get in touch? Like the many hundreds of clients who we work with regularly, we feel sure you'll be glad you did.

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Employees: 20
HQ: 0333 323 9065
Location: , ,
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