Our services

Our strategies help Millionaires, Company owners and those approaching retirement to create and maintain personal wealth through creative and innovative strategies. Our goal is simple - to eliminate, or significantly reduce the tax burden of our clients. For clients that qualify, this can mean less Income Tax, less Inheritance Tax, less Capital Gains Tax, and less Corporation Tax.

Click here to request a free, no obligation initial meeting.

Taxation Advice is not regulated by the FSA. Where appropriate, to create the most tax efficient environment possible for your money, we may recommend the services of additional, carefully selected taxation and trusts experts.

Other services include:

Financial Planning and Retirement Services

Collating and assessing all relevant data both personal and financial.
Identifying objectives and problems.
Processing and analysing information.
Producing a financial plan and making the most effective use of your resources and providing you with alternative solutions.
Implementing the plan.

Wealth Management Services

Cash flow management and projections
Portfolio construction
Fund research and selection
Administration and implementation
Tax advice and tax shelters · Reviews
Estate preservation

Savings, Protection and Mortgages

We identify those areas, which would cause hardship to you, your family or your business, in the event of sickness, disability, long-term care or death.
Find the most competitive rates with as much comprehensive cover as possible.
Advise on the accumulation of capital for school fees, retirement, specific events or purchases.
Advice is provided on buying a home, re-mortgage or property portfolios.

Abram Partnership Ltd Registered Number 06885093 Registered in England and Wales FSA No 501657 is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703.

Abram Partnership Ltd. Berkeley House, 41 Avonridge, Thornhill, Cardiff. CF14 9AU Telephone 029 2069 3700 Fax 029 2052 2252 email enquiries@abrampartnership.co.uk

This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients' Financial Planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please Contact Us now for tailored advice.

Site Map | Abram Partnership Home | Financial Planning | Tax Planning | Exit Strategy Planning