…….. and the world is looking like a scary place, as we continue moving through uncharted territory. However, there are opportunities to be taken whilst remembering the basics of financial planning – including protecting your assets, minimising tax and aiming for growth – do not change a lot. Bookmark on Delicious Digg this post Recommend [...]
Why use us
The Build Your Wealth team give you the personal attention, expertise and visibility you need
- Clearly define your goals for the future
- Balance both today's lifestyle and your future lifestyle requirements
- Build your wealth quicker and easier
- Participate in more innovative investments, if this reflects your attitude to risk
- Have more control over your financial future
- Be flexible in understanding and responding to new opportunities and legislation
- Better distribute your wealth to the next generation
With over 200 years experience between us, we bring a truly independent and critical service to our clients. Why ‘Independent’ ? – BYW is licensed with the Financial Services Authority (FSA) as an independent whole of market provider and is obliged within that license to provide clients with best advice which is indemnified. Equally important is that the tax advisers and accountants we work with as shown below are independent businesses with their own obligations and experiences. Why ‘Critical’ ? – With such independent and separate advisers coming together, we can but be critical of each other and have to between us find a best route forward for our clients or disagree and think again – we think this is a stronger proposition to our clients than most large accountancy or investment or tax advisory businesses might have to offer – our goal being that we can be the best ‘critical friend’ to our clients’.
Glyn Williams (BYW)
With 24 years experience providing financial planning advice direct to clients and fully AFPC qualified, Glyn is responsible for co-ordinating and delivering solutions for our clients. He explains, in straightforward terms, the pros and cons of investment & tax planning propositions and ensures that these fit the requirements, goals & aspirations of each client.
Anthony Whitwell (Independent Lawyer)
A qualified lawyer since 1983, Anthony is a member of The Society of Trust and Estate Practitioners. A partner of a major UK legal practice, Anthony heads the Will, Trust and probate department advising wealthy families, individuals, businesses and farming partnerships on Inheritance and Capital Gains Tax mitigation through lifetime and post death planning. IHT and Trust work is Anthony’s specialisation.
Joanne Price (Independent Tax Adviser)
A member of the Chartered Institute of Taxation, Joanne has been providing technical taxation advice to clients since 1990. Joanne specialises in working with non-domiciles and their UK tax affairs. She also has many years experience with UK tax planning products and in negotiating on behalf of clients when under investigation with HMRC.
Roy Smart (Independent Chartered Certified Accountant)
A Chartered Certified Accountant with 30 years experience working with small and medium sized UK businesses. Roy was in Industry until 1990 and now specialises in acting as the finance and accounting department of UK businesses.
Dean Pignon (BYW)
Our analyst, with a University analytical science background, he researches and makes sense of complex data patterns. After 10 years at a major business software company he joined Build Your Wealth where his interrogative skills add a non-industry value to the due diligence process we undertake on the unregulated products. He developed our unique financial planning system which maps out and projects forward client circumstances to give them greater visibility, control and options.
Sally Schofield (BYW)
Takes care of our business. The customer service and administrative functions are co-ordinated and run by Sally. She is often the first point of contact, directing enquiries regarding our services to the most appropriate area.
