Individual Financial Planning

You have worked hard to build profit in your business, let our Financial Advisers help you invest it in the most tax efficient manner.

Dedicate time today to secure your finances for tomorrow.

It’s easy to relegate personal financial planning to the ‘should do’ list. But when it comes to your financial future, making small adjustments now pays dividends.

Perhaps you want to make sure your investments are working hard in the current economy? Or ensure your pension contributions are on track so you can enjoy your retirement?  Whatever the stage of your career, life or business, our goal is to help you achieve your financial ambitions in a tax efficient and compliant way.

How we can help:

  • Retirement planning
  • Lifetime cashflow modelling
  • Investments and Wealth Management
  • Succession & estate planning
  • Property tax
  • International tax

Why choose Mazars?

We believe personal financial planning should be holistic, which is why our award-winning private client team consists of experienced experts, including financial planners, wealth managers and tax advisers. The team works closely with colleagues both in the UK and 89 countries internationally, so that we can offer you a truly global service.

In recent years our commitment to excellence has been recognised by independent bodies and industry experts, and we have been awarded the Gold Standard Award for Independent Financial Advice for eight consecutive years. Other awards include New Model Adviser Top 100 Firms 2019 – Greater London Regional Winner and Money Management’s Next Generation Firm of the Year 2019.

Your key contact

Ian Pickford is Head of Financial Planning and Wealth Management in the UK. Under his leadership, the team has won numerous awards for its quality, service and even its graduate training scheme. It includes the current UK Planner and Paraplanner of the Year, and was independently assessed by the Financial Times in 2019 to be one of the top five Financial Planning firms in the UK.

Liz Ritchie is Head of Private Client services for the UK and has been advising clients on their tax affairs for over 20 years. Her in-depth financial knowledge has seen her help everyone from entrepreneurs and family business owners to high-earning executives and high net worth individuals. All have grown their wealth in the most tax efficient and compliant way possible.

Get in touch

Find peace of mind knowing that your financial future is secure. Complete the form, and Ian, Liz or a member of the team will be in touch to discuss your personal finance needs.

Enquire now