LET'S KICKSTART OUR RELATIONSHIP
with a 360 degree review
How can any adviser provide you with relevant advice
and support without taking the time and effort to get to
know all about your business and personal goals?
When you join us as a client we make sure we know all about you via our KICKSTART 360 Service.
This free review service will help us ascertain...
1WHAT YOU’RE DOING NOW
An initial 360 degrees fact find to understand how your business operates
2HOW YOU’RE SET UP
Business structure review to asses tax efficiency and asset protection
3HOW TO PAY YOURSELF
Remuneration structure tax efficiency review and tax risk assessment
4HOW YOU COMPARE
Your industry performance comparison report and review
5WHAT STATE YOUR PERSONAL FINANCES ARE IN
A personal financial planning review to identify your risks
These reviews are entirely free of charge as they help form the foundations of our long-term relationship. To find out about joining us as a client please give us a call on 01530 833474 or email firstname.lastname@example.org to book a meeting with a member of our team.