Wealth management

for Private and Corporate clients

The best way to achieve your financial objectives - for the short, medium and long term - is through a structured yet flexible strategy; a strategy focussed on the provision of solutions to all of the major financial challenges of life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and executed without compromise.

The formulation and implementation of such a strategy requires an in-depth consideration of client goals and aspirations, a real understanding of situation and risk, with regular reviews taking into account changing circumstances.

In order to ensure delivery of consistent, high quality wealth management strategies and services to PKF Littlejohn clients, we outsource to English Mutual, a well known financial planning and wealth management organisation in the UK. English Mutual is part of Sanlam UK, which in turn is part of Sanlam Ltd, the long term (AA-) rated international financial services group. As such, English Mutual, backed by market leading risk profiling systems, innovative product manufacture and industry recognised investment management expertise is well placed to advise on all areas of financial planning, for our private and corporate clients, assisting them to meet their objectives, providing effective stewardship of their affairs.

Full details regarding English Mutual can be found at    www.englishmutual.com or from Mark Quaye, our 'in-house' English Mutual Financial Planner.

Individuals and families

Retirement and Investment planning

Wealth management

Inheritance tax planning

Financial protection

Education fee planning

Long term care fee planning

Mortgages

Companies and partnerships

Employee benefits

Auto enrolment advice

Corporate pension planning

Key person protection

Partnership and shareholder protection

Sports advisory services