jch: pension management Full Member

The essence of our business is the provision of personal face-to-face investment, pension and financial planning advice. Based on this principle we build strong, trusting and lasting relationships with our clients.  We provide expert financial advice to enable our clients to achieve four principle objectives:

• Build and preserve capital
• Financial protection against risk
• Managing cash and borrowing
• Reducing taxes

jch: investment management offer a full range of initial planning and proactive ongoing reviews, including:

• Investment planning for capital preservation, income or growth
• Retirement planning for individuals and companies
• Estate planning solutions to protect family wealth and minimise tax
• Specialist charity & trust investment planning
• Small Self Administered Pension Schemes (SSASs) – through sister company jch: pension management
• Tax planning mitigation strategies for income tax, capital gains tax, corporation tax and inheritance tax
• Protection planning for families and businesses