We provide the necessary expertise and knowledge for contractors wealth management.

Contractors Wealth Management

We have been working with independent contractors for over 5 years and have developed a deep sense of exactly what you’re looking for when it comes to your money.

Our Contractors Wealth Management service provides flexible solutions that are tailored to your specific circumstances. When providing Financial Advice for Contractors we always approach it on the basis that you may not be a Contractor forever and that’s no problem.

Our objective is to help you minimise your tax bill and mitigating the financial risks associated with the profession such as not having any sick pay benefits or Death in Service Life insurance.
We have solutions to minimise your tax liability and maximise your benefits.

Our Process

More often than not whether you are working in an IT, Engineering, Medical or other professional services role, you are probably leaving behind a comprehensive benefits package with your previous employer and at a minimum wish to at least maintain some of these benefits now that you are self-employed. Whether that is Pension, Income Protection, Life Insurance or Health Insurance.

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Personal Limited Company

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Umbrella Director

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PAYE Umbrella member

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Services

Wealth Management
Personal Financial Planning
Employee Benefits
Specialist Planning
Contractors Wealth Management
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