08009993348 david@cadoganwilson.co.uk

Focused advice service

Through our focused advice service we make our expertise available to people who require tactical input on a specific financial problem rather than full access to our holistic services.

What the service includes

  • An analysis of your present position in relation to the specific issue/s
  • A written document containing our detailed generic recommendations
  • Assistance in the implementation of our recommendations
  • Cadogan Wilson Newsletter

Issues clients have asked us to address in the past

  • Inheritance tax mitigation
  • Provision for school fees and university fees
  • Family protection
  • Ensuring sufficient income in retirement
  • Business exit strategies and succession planning
  • Partnership and share protection
  • Long term care provision

The fee for this service is will depend on the amount of work involved and will be agreed with you before we undertake any work. You will receive written confirmation of this agreement at the start of the process.