Wealth Management & Succession Planning

You work hard for your money, so you want to make sure that your money works hard for you. Having built up assets, a significant one of which is usually an owner's business, you need to understand what you want out of them and a plan to achieve this.

Contact Us

8-10 Queen Street
Seaton
Devon
EX12 2NY
Tel: 01297 624188

Also in Exeter

13 West Street
Exeter
Devon
EX1 1BB
Tel: 01392 823999

 

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Latest News

Auto-enrolment qualifying earnings band figures for tax year 2019/20 confirmed
22/01/2019 - More...
The draft Automatic Enrolment (Earnings Trigger and Qualifying Earnings Band) Order 2019 has now been published. As

Statutory payment rates for tax year 2019/20 confirmed
22/01/2019 - More...
The following statutory payment rates are confirmed: The standard weekly rates of Statutory Adoption Pay (SAP),

EU Settlement Scheme fee is to be scrapped
22/01/2019 - More...
The Prime Minister has announced in a speech to the House of Commons that the £65 fee for applications made by EU

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