Business Advice and Planning

Keeping your personal financial affairs in order and planning ahead is a must for most of us, but with the vast array of pension plans, investment opportunities and more on offer, personal financial planning can often be the source of a great deal of stress.

We offer independent, straightforward, financial planning advice through our wholly owned financial services company in the southwest. Advice is provided on a transparent fee basis and we offer an initial consultation with one of our friendly and approachable team with no obligation, free of charge.

We offer advice on:-

  • Auto Enrolment
  • Care Fees
  • Equity Release
  • Estate Planning
  • Investment
  • Retirement Planning
  • Services for Business Owners
  • Services for Charities
  • Services for Trustees
Jul 28, 2016 | Posted by | Comments Off on Business Advice and Planning

Client Testimonials

We have had the pleasure to work with some great companies

We have been using N M Accountancy for several years now and we extremely happy with the service we get, both Nigel & Maggie have been terrific when it comes to advice with HMRC, Vat or any other general bookkeeping queries we have had. They are always prompt to respond and I do recommend them to business associates and friends alike …. keep up the good work guys
Russell Murch - MD Function 28 Limited