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Succession planning

AGS ACCOUNTANTS AND BUSINESS ADVISORS

United Kingdom

AGS Accountants and Business Advisors services: Audit and Accounts; Business Finance; Exit Strategies and Succession Planning; Financial Outsourcing Solutions; Financial Planning; Insurance and Risk Management; IT Solutions; Lean Consulting; Marketing; Strategic Planning; Strategic Tax Planning and Tax and VAT Investigations.
POINT ME TO

United Kingdom

Point Me To are a team of Mortgage advisors who offer a wide range of services when it comes to buying or remortgaging your home. The relationships that we build with our clients is underpinned by our commitment to ensure that their short and long term goals are achieved.We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process: 1. Initial meeting and review - We undertake a comprehensive financial review of your circumstances and financial objectives taking account of any existing arrangements.2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your end goal is met.3. Analysis and research - We will undertake a thorough analysis and research to tailor an individual solution to your needs and goals.4. We will present you with comprehensive research of the mortgage market, our protection panel and general Insurance provider and discuss the suitability of each area in matching to your needs.

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Succession planning

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