Financial Services

Financial services are changing faster and to a greater extent than any other area of professional advice. Expert advice is now a requirement rather than a ‘nice to have’. Coupled with our personal approach we believe we offer something extra.

The whole world of financial advice, both for individuals and for businesses has changed dramatically over recent years. Much of this has been driven, and continues to be driven, by legislative change.

Independent financial advice is very much to the fore. No longer can financial products be sold on a vested-interest commission basis. Pensioners are being given the freedom to look beyond annuities to invest their retirement funds, and businesses are having to gear themselves up for auto-enrolment, to help make better provision for individuals’ retirement funds in the future. All of these initiatives require independent financial advice to be sought.

When we expanded our business to include financial services, we looked to provide the same personal approach we offer throughout all our services. Simon Claxton, Managing Director of the Financial Services side of Macbeth, is a highly experienced independent financial adviser who has worked on a non-commission, fee-basis for many years. Now the whole market has moved to this way of providing advice.

We like to think we are ahead of the game. We can provide advice on investments, retirement planning, employee benefits, the financial protection of your family or your business as well as financing your property purchase. We source products and funds from the whole of the market and build long-lasting relationships with our clients, helping them set, review and achieve their short, medium or long-term financial goals.

If you would like further advice or information, please call us on 0118 916 5480 or complete an enquiry form.

“We approached Macbeth because we needed general advice relating to our financial arrangements and to understand the options available. We have been impressed with Macbeth because they have tailored their advice to our precise business and personal needs. We found their detailed knowledge and clear explanations of the various products invaluable in assessing exactly what we needed to move forward with confidence.”

Mark Caldicott
White Hart Associates (London) Ltd

 

 

 

 

 

Macbeth Financial Services Ltd is an Appointed Representative of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598  |  Registered in England & Wales No. 8542176  |  Registered Office: 4 Commerce Park, Brunel Road, Theale, Reading, Berkshire, RG7 4AB

Get in touch:   Reading: 0118 916 5480   London: 020 7036 8767   info@macbeths.co.uk