Conrad James Independent Financial Advice Ltd, Sandbach, CheshireEstate Planning

You have worked all your life being careful and made shrewd decisions, accumulating your wealth.

Without careful consideration and planning these hard earned funds would be subject to inheritance tax.

There are legitimate means of inheritance tax planning.

We are here to help you make decisions about your wealth.  Come in and see us at our Sandbach office or call us to make an appointment for us to come to you at your place of business or home across Cheshire or surrounding counties.

Estate Planning is not regulated by the Financial Conduct Authority.

Retirement Planning for Individuals    |    At Retirement    |    Estate Planning    |    Investment Planning

Conrad James Ltd t/as Conrad James Independent Financial Advice is authorised and regulated by the Financial Conduct Authority. FCA Registration Number 942824.

Registered in England and Wales company registration number 12958611. Registered Office: 65 Middlewich Road, Sandbach, Cheshire, CW11 1HU.

The information contained within this website is subject to the UK regulatory regime and is therefore targeted to UK Based consumers.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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