Financial Planning

Amergin will provide you with a detailed, comprehensive and completely independent review and analysis of your financial situation.  We will put you in an informed position about your finances and investments and then build for you an innovative financial plan, incorporating both business and personal finances.

We will enable you to achieve your financial goals and objectives ensuring you build your wealth in the most tax efficient manner possible.

Our professional advisors have extensive experience in financial and taxation planning, banking, business development and accounting.
Our financial software offers unrivaled insight into all aspects of your finances and supports the provision of regular holistic reporting on your financial progress.
Our fee structure includes hourly rates and commissions, all of which will be fully explained and agree with you at the outset.  An initial meeting will be free of charge.

Amergin provides a range of services to help you maximise your wealth including:

Personal Tax Planning

Income Tax, Capital Gains Tax.

Estate & Succession Planning

Independent advice to help you plan the tax efficient transfer of your assets to the next generation, either during your lifetime or afterwards.

Retirement Planning

Pension structure.
Identifying and advising on suitable investments.
Monitoring the ongoing performance of your pension.
Identifying the optimal level of pension contribution.
Maximising tax reliefs.
Post-Retirement options and advice.

Investment Advice

We help clients review their investments to ensure that a proper balance between income and capital growth on one hand and between security and risk on the other hand is maintained.
We can review your investments to ensure you are investing your money effectively to maximise the returns.