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Address: 30 Stonecot Hill, Sutton SM3 9HE, United Kingdom
Phone: +44 20 4511 3331
Website: embracefs.co.uk
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“I got introduced to Columba as I wanted to maximise tax allowances, and consolidate a number of pensions (defined benefit and defined contribution) into one place. Improving rates of return on current investments was a 2nd consideration. Columba sure I made use of all available tax allowances. Created a savings plan with a much improved return compared to cash sat in the bank. Transferred existing ISAs, and improved return in year 1. Transferred in x2 defined benefit pension schemes, and x4 defined contribution schemes into one retirement planning account. Helped me keep track on the use of my Capital Gains Tax allowance. I’ve seen the outcome hoped for and more. Positive returns in year 1 after fees was more than I expected. Also, secured some great valuations for the defined benefits schemes by executing the transfers quickly.”
Address: 28 Saint Margaret's Avenue, Sutton SM3 9TT, United Kingdom
Phone: +44 7813 203449
Website: lombardprivateclients.co.uk
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“Great service. Would highly recommend.”
Address: 2A Byron Avenue, Sutton SM1 3RA, United Kingdom
Phone: +44 7879 845669
Website: protaxes.co.uk
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Address: 6 Sutton Court Road, Sutton SM1 4FS, United Kingdom
Phone: +44 20 8661 1826
Website: mazars.co.uk
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