Why Choose Us?

• Independent Financial Planners: Our highly qualified advisers provide personalized and tailored investment recommendations.
• Full Market Access: We research all opportunities to create a plan that fits your investing style.
• Free Initial Consultation: Discuss your situation and goals with us at no cost.
• Expertise in Small Business and Limited Companies: We ofer insights into the tax benefits and higher returns of investing company cash balances compared to low- interest bank accounts.
• Tax Eficiency: We collaborate with your accountant to maximize the tax eficiency of your investment savings.

Investment Solutions

Our range of investment solutions includes:

• Bespoke Discretionary Fund Management
• Managed Portfolio Service
• With Profit Funds or Collective Investments
• Stocks & Shares ISAs
• Investment Bonds
• Limited Company Director Investments

Services We Ofer

• Setting Up New Investments
• Reviewing Existing Investments
• Providing Ongoing Advice

Get Started Today

Book a free consultation with an expert Independent Financial Planner:

• Call: 020 8868 7700
• Email: office@bizassociates.com

For more information, visit Financial Planning by Biz Associates to learn about our team and the investment services we ofer.