Shiells Financial Planning™

We have recently added a valuable investment and tax planning division, Shiells Financial Planning™, which, together with our Personal Law department, can save you substantial sums, and help you keep and grow your wealth. We specialize in Tax Planning, Inheritance Tax Planning, Pension retirement options, Critical Illness, Income protection, Assessment of assets on divorce (see Personal Law), Equity release, SIPP’S, Employee benefits, Offshore investment, Trusts and Investment Advice.

Our financial advisers, led by Keith Barron, advise on the full range of tax planning options, including offshore and expatriate arrangements and trusts. Keith is a Fellow of the Personal Finance Society, which is regarded as the highest qualification in the industry.

Our investment management service caters for the needs of any investor -- whatever your expertise, we will help you set objectives and discuss the best way of achieving them.

We will assist you with decisions about life assurance, pensions, and mortgages to complement our house purchase service -- see also Conveyancing and Estate Agency.

Keith says: "In good times, Financial Planning takes a back seat because it is easy to put off decisions until tomorrow. However, in difficult times it is even more important to use, maintain and grow the assets that you have.

Some of the solutions are remarkably simple. For example, most of us don’t use all of our tax planning opportunities. If we look at some of those opportunities, they can boost the return on your assets in the years ahead."

Please contact us to arrange a free consultation:

Shiells Financial Planning™:

Keith Barron, FPFS, CFP
Director

Telephone: +44 (0) 1356 622171

Fax: +44 (0) 1356 625232
financial@shiells-law.co.uk

Shiells Financial Planning Limited is an Appointed Representative of the Asset & Tax Planning Consultancy Limited, which is authorised and regulated by the Financial Services Authority.

Registered Office address. 2 Chesser Green, Chesser Exchange, New Mart Road, Edinburgh, EH14 1RL.