Pensions, insurance and investments
We have a strong partnership with a great financial advisor who can work with us to maximise your tax efficiency and future planning needs.
Blackroot Financial Planning is an independent company who believe in clear, professional advice, and a commitment to putting our clients’ needs first at all times.
Led by Simon Burchell who has over 10 years direct experience working with business owners and high net worth individuals we aim to become a valued part of your businesses support team.
You may be interested in our expertise in any of these key areas:
Corporate Investing (secure capital, easy access)
Insuring your business or key employees
Shareholder / Partnership protection
Tax advantaged investments (up to 30% rebate on initial investment amount)
Tax efficient Life Cover
Employee Benefits (private medical care, death in service)
Workplace Pensions (Auto Enrolment support and implementation)
Personal Pensions (including SIPPs/SASSs, drawdown pensions)
Inheritance Tax Planning (Business Property Relief qualifying investments)
Personal Investing (ISAs, Bonds, Investment Trusts, Risk Profiling)
We will commit to meeting you at your convenience to establish your needs and broadly discuss areas that need attention. If you wish to work with us we will then put together a personalised recommendation and follow that up with regular on-going reviews to ensure your plans remain appropriate.
A few words from a recent client…
“Simon is an intelligent and conscientious individual. The services that he is able to provide are bespoke to the needs of the individual or Company in question and are only offered after much discussion. Simon possesses a level of integrity and foresight in keeping with his role and I would highly recommend him to both businesses and individuals seeking a professional financial advisor.” MC, Finance Director.