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 have a select panel of expertise whom we refer to. We have access to experts such as Mark Quaye, a Partner of St James's Place Wealth Management a FTSE 100 company as well as Client Solutions, who provide advice on a whole of market basis. This ensures our clients have access to innovative planning solutions as well as industry recognised investment management expertise and enables our private, corporate and trust clients, assisting them to meet their objectives, providing effective stewardship of their affairs.
Individuals and families
Retirement and Investment planning
Inheritance tax planning
Education fee planning
Long term care fee planning
Companies and partnerships
Auto enrolment advice
Corporate pension planning
Key person protection
Partnership and shareholder protection