The Letter of the Law

The Financial Planning maze...

by Michael Smith

Financial planning is becoming increasingly complex and for anyone seeking the best options to meet their circumstances, the choice of products simply adds to the confusion. Many High Street banks and Building Societies are tied to a single company or sell only their own products. So where do you go?

Miller Hendry (Asset Management) Ltd. has been established to meet the demand for independent financial advice not only for Miller Hendry’s legal and estate agency clients but for anyone who needs help in this area. The company is wholly owned by Miller Hendry Solicitors, and is an appointed representative of Sesame Ltd, one of the UK’s leading professional support service companies in the financial services sector.

Michael Smith fronts the business. He is authorised by the FSA through Sesame and has 15 years’ experience in the provision of financial advice including 5 years serving Miller Hendry clients. The firm offers clients professional advice on most aspects of financial planning, including the complex areas of pre and post retirement planning, investments, inheritance tax, long term care planning and protection for dependents.

Normally a minimum of two meetings are required to ensure a comprehensive review of a client’s financial position and to fully discuss and implement the recommendations.

The initial meeting is free and without any obligation. If clients wish us to commence research on their individual circumstances, they are provided with the option for our services to be paid for by fees or commission.

For more information and help through the maze, contact Michael Smith on 01382 907360 or michaelsmith@mhassetmanagement.com

Miller Hendry (Asset Management) Ltd is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. The FSA do not regulate some forms of Inheritance Tax Planning and Long Term Care Planning.