Michael Crisp

Background

About Michael Crisp

Are you a Business Owner, Retiree or Trust looking for representation of your Financial Interests? Would you like to work with a bespoke personalised face-to-face advisory service, whilst having access to a robust investment management approach and the backing and re-assurance of investing with a Chartered Financial Planner? If so, I offer a solution. Specialist holistic advice on: Building and Preserving Capital Maximising Cash/Investments Retirement Planning Inheritance Tax Planning Talking with business owners and professionals about their personal finance reveals some key issues that most are faced with. They can’t find an adviser they can trust not to just sell them something, instead of receiving sound financial advice They don’t have the time to do the research themselves They tend to concentrate on what they know rather than on what works best (i.e. do something rather than nothing) They would like to secure their financial future, but don’t know how much money they will need in retirement This is where we come in; for you by; Analysing where you are Finding out where you would like to be Fill in the gaps by presenting realistic solutions Agree on a set of ongoing actions for both parties Provide review services to check that things are being done and achieved in line with your objectives How can we add value to your business? We can help you plan for your retirement We can help you secure your future through appropriate suitable solutions We can assess inheritance tax implications upon business sale, or your current retirement provision Next Steps…. I invite you to have a conversation and can promise that even if we don't do business together, I can provide you with solutions that you can implement to secure a better financial future. Contact me via email: michael@allentomasfinancial.co.uk or directly by phone: 01485 541998.