FINANCIAL SERVICES

We pro-actively seek to identify areas for potential Protection and Investment products for our clients. Where necessary we work very closely with Independent Financial Advisers who are authorised by the Financial Conduct Authority. This is part of our overall approach to client care.

Our objective is to understand your current and future plans in order to develop a clear strategy to meet your own objectives and help you implement them.

Working with us will enable a holistic view of your personal and business financial position that considers the impact of significant financial events from both an economic and taxation perspective.

Adler Shine LLP is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.