Potter & Pollard

FINANCIAL PLANNING AND INVESTMENT.

Individuals and businesses need more from their Accountant than just the ability to keep the Tax man Happy.

At POTTER & POLLARD,we consider it vital to look at a business or individual as a whole. Thus there are times when we need to offer advice on such matters as:-

• Where to find the finance required to enable a business to start/grow/ continue.
• Where to invest the profits to enable you to have funds available in the future.
• How to make provision for a secure retirement. Nowadays, it is not enough to depend on the State Retirement pension.
• How to ensure your dependants are provided for in the event of your ill health or death.

We can help with all of these areas, as well as many others that may not be listed above.

POTTER & POLLARD is regulated for a range of investment activities by the Institute of Chartered Accounants in England and Wales. As such , we have to follow strict guidelines.  Not only must we ensure we are familiar with your current situation , future needs and so on, but we must offer you the advice that best suits you and your requirements.

Should we receive any commission, we let you have full details. Depending on the sums involved, some of this may be rebated to you with the balance set against the time we have spent in giving the advice. We are subject to regular monitoring by the Institure of Chartered Accountants in England and Wales .

Please contact us for any further information and advice.