Dominic Marley Dip PFS Ce MAP

I see our work as being a trusted guide in what can seem a difficult, complex and sometimes scary financial world. Working alongside my colleagues and business partners at Fortus Accountants & Business Advisors I help clients to solve financial challenges through bespoke financial and wealth management planning. We are proud to have access to whole or market / independent financial products to support our advice. #wearefortus A trusted source of wealth management and financial planning, helping clients to solve problems and challenges such as; Businesses owners and companies with tax efficient pension planning using SIPP & SSAS structures Trustees with investment planning to ensure compliance with the Trustee Act and also with the use of 'business relief' investments which can offer potentially even greater tax savings Clients and their families keeping more of their capital and wealth through innovative IHT planning Individuals and business investing for the long term, using low cost, diverse, 'passive' investment portfolios, arranged in the most appropriate tax structures Clients to reduce their overall income tax costs through tax relief focused investments. Working within an accountancy and business advisor business alongside other professional advisors to offer a joined up approach for clients, trustees, business owners who value trusted, forward thinking advice. I bring decades of experience and a determination to continue to provide transparent, holistic advice, working closely with clients who value long term simple to understand financial plans, using an range of independent, modern financial products. All our advice is regulated by the Financial Conduct Authority (FCA).