INFORMED CHOICE (SOUTH WEST) LIMITED

• 66300 - Fund management activities

Change is said to be the only constant in life, which makes effective planning very difficult for individuals acting alone. Our experience and extensive training, investment in technology and continual research, however, enable us to provide timely solutions to most financial situations. We try to be creative in all our work because imagination and interpretation are often as important as knowledge of the facts!... Typically we help clients to quantify their requirements and make the right financial decisions to protect their future and that of their family and possibly their business for years to come. Using their assets and income to best effect we help them to create wealth, reduce or even avoid taxes, including inheritance tax on death. Also, we help them to make provision for their families in the event of their early death or ill-health and against needing expensive long term care in later life... Authorised and directly regulated by the Financial Conduct Authority we have been..

Registration numbers: 01738451 (CH)

Primary location: BATH