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Our advisers are all available for telephone meetings. We’re here to help you with your financial plans
The Salisbury office offers specialist tax, accounting and financial advice to private clients, their families and business interests. Our clients include both UK residents and non-UK domiciled individuals, families and trusts.
The office is located in the heart of the historical City and is home to around 80 people including 13 partners and directors.
Our partners, directors and staff work together across our specialist disciplines to provide a seamless and co-ordinated service as part of our trusted adviser approach. We believe in building close, long term relationships with our clients, many of whom have been with us for generations. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face.
Our private client service teams in Salisbury provide tax and trust advice and financial planning services. Our specialists are experienced in dealing with complex financial affairs and we provide pragmatic advice for longer-term succession issues and financial planning for exit or retirement, including Inheritance tax, Capital Gains Tax and Trusts.
We can cover a variety of fields including farming, agriculture, landed estates, equine, non-UK domicile, property development and management, financial planning, pension reviews and VAT.
We pride ourselves in supporting local activities including Wiltshire Creative and the Chalke Valley History Festival, as well as working with charities such as SSIT (Southern Spinal Injuries Trust) and the Salisbury Hospice.
We provide access to an international capability through our membership of CLA Global and Oaklins International, enabling us to service the global and local needs of our clients.
Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.
Our range of services includes: