Financial Advice

We are often asked by our clients for financial advice relating to their pension provision, their savings or their mortgages. We have considered becoming registered under the financial services act to provide this advice, but after due consideration we decided that we would stick to accountancy and form a link with a professional in the field with whom we could work closely, to give joined up advice to our mutual clients.

We have now worked with Venture Wealth in relation to the affairs of some of our clients, and would like to recommend their services to any other clients (or indeed any interested individuals or businesses) who may be able to benefit from their advice.

We have found that the benefits of being able to share financial information is of great assistance to our clients, who are then not required to become the middlemen between their accountant and their financial adviser, and also a pooling of knowledge and experience can quite often throw up different solutions to individual circumstances that may not have occurred to either adviser working alone.

Should anyone require any financial advice, please do not hesitate to either contact us, and we will put you in touch with Venture Wealth, or contact them direct using the contact information shown below. Please do not forget to mention our name should you contact Venture Wealth direct, so that they are aware that we can provide them with background information and tax advice that may be of benefit to you.

CONTACT DETAILS

Venture Wealth Management Ltd
Parade House
The Parade
Liskeard
Cornwall
PL14 6AF

T: 01579 349 900
F: 01579 558 262 info@venturewealth.co.uk
www.venturewealth.co.uk

Tel: 01566 777189

Fax: 01566 777199