Senia & Francois, London
"We have been clients of Louis and Maggie for over 12 years and they have provided an excellent financial advice service."
We have been clients of Louis and Maggie for over 12 years and they have provided an excellent financial advice service. Notwithstanding the complexity of our situation, as non resident foreigners working in different countries, often at the same time, while based in the UK, Louis and Maggie have demonstrated exceptional knowledge over tax issues, capital gains, mortgage providers and pension schemes.
As a family with young children we also have particularly appreciated Louis' advice (and gentle, but firm, pressure) to organize our will and inheritance matters. Louis is very approachable, his manner congenial and most helpful. Maggie, on the other hand, has been absolutely brilliant and resourceful in navigating the complexity of dual taxation, and in finding solutions properly tailored to our needs.
We both feel that Louis and Maggie are someone we can completely trust, and therefore have no problem in recommending them to any friends or colleagues.
I M, London
"This specialist team punches well above it's weight."
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Senia & Francois, London
"We have been clients of Louis and Maggie for over 12 years and they have provided an excellent financial advice service." Read more
Pension Case Studies - Pension Funding
"The regular reviews have been invaluable and I’m sure that I would never have known about salary sacrifice without guidance from Jane."
Pension Case Studies - Income In Retirement - Drawdown
"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."
