The Scrutton Bland Approach:Scrutton Bland offers a distinctive approach to personal financial planning, based on:
Experience – each of our highly qualified advisers has more than 15 years experience as an independent financial adviser
Impartiality – we are fee based which means that we are not influenced by the need to sell you a commission-based product
Independence – we are not linked to any product provider. We use ongoing research to identify the best solutions available throughout the entire marketplace.
We believe that this combination enables our clients to develop a successful, long-term relationship with us, based on trust.
Service Features
You may have a specific, immediate need for advice or you may benefit from a professional review of your financial planning. These are some of the questions we ask our clients to consider:
Are you planning to ensure that your desired standard of living can be maintained before and after retirement?
Are your existing investments performing satisfactorily and meeting your objectives?
Are your dependants financially protected in the event of your death, disability or critical illness?
If your retirement is imminent, do you understand the range of options available to generate retirement income?
Are you aware that the Inland Revenue can take a large slice of your estate on death, in the form of inheritance tax?
Have you considered how you might finance your long-term care needs in old age?
Making the difference
The first step is to arrange an initial meeting, without obligation, with one of our advisers. Your adviser will discuss your personal objectives and identify your financial planning needs. If appropriate, your adviser will then work with you to obtain a detailed record of your circumstances, upon which to base an individual recommendation designed to meet your needs. Ongoing advice and reviews are provided as appropriate. The Scrutton Bland Group is unique in its field by offering a very wide range of financial services under one roof. As well as independent financial advice, insurance broking and risk management services, we are accounting, tax, audit and corporate finance specialists. We believe that we are the only Group in East Anglia offering these combined services in-house.
Additional Group Services
We have a large practice which deals with the personal tax returns of many individuals. Our insurance broking division would be pleased to provide alternative quotations for your home and contents insurance.
What next?
For further information on how we can help you, contact our following specialists via telephone or email:
Scrutton Bland Ltd is authorised and regulated by the Financial Services Authority. At Scrutton Bland we believe a client/adviser relationship must be built on mutual trust. The client must have confidence in their adviser and the client must be open with their adviser. Advice is not like any product that can be researched on the internet to find the cheapest price. It is an intangible, which is highly client specific. Advice to one client will certainly be totally inappropriate to another. Please download the our PDF for further information: Independent Financial Advice
Select from the range of Our Services
Use the links below to explore our full range of services – from business advisory to personal taxation – to see the many ways that you can benefit by choosing Scrutton Bland.
