| Clarke Nicklin Announces New Financial Planning Joint Venture |
|
Hazel Grove-based chartered accountants, Clarke Nicklin announces a new joint venture with LighthouseCarrwood, one of the UK’s leading IFA providers.
Operating as Grove House Financial Planning (GHFP) and headed by independent financial adviser, Scott Herbert, this new venture will offer a comprehensive range of personal and corporate financial planning services.
Clarke Nicklin, partner, Andrew Baggott says: “This joint venture with LighthouseCarrwood is an exciting development for Clarke Nicklin and a great new service for our clients."
“Pensions, Wealth Protection and Investments are the three key elements that make up a secure financial future. With Scott working from our offices, we will be able to work with clients to provide objective, independent financial advice, so that they are positioned to deal with whatever the future may hold."
"In addition, any tax implications or relief opportunities will also be taken into account in any financial planning review."
The GHFP approach will be to:
- Discuss a client’s personal and business current and future needs
- Review their existing financial portfolio, to see if it is meeting expectations, the effects of the economic climate and changes in legislation
- Develop and implement an appropriate solution
- Provide free financial reviews.
Scott Herbert can be contacted on 0161 483 8155 or email: sherbert@ghfp.co.uk
|