Independent Impartial Advice
Your financial needs are unique, and sound financial decisions have to take into account all the options available to you. As Independent Financial Advisers, we are not tied to any financial institution (or insurance company) - our responsibility is to help you identify and select the financial products and services that best meet your own needs in an appropriate and tax efficient manner.
Tenon Financial Services Ltd is a member of Tenon Group plc and operates alongside the accountancy and taxation practice to provide Corporate and Personal clients with financial planning, investment, pension and protection advice. The first stage in our service is an initial meeting, conducted without obligation. We'll talk through your long and short term financial goals as well as your attitude to investment risk, your existing arrangements and your financial commitments.
Equipped with this knowledge we will advise on the most appropriate solution to your requirements.
There are real benefits when we handle both business and personal finances for you. We have a broader perspective on questions such as whether a business surplus should be re-invested or extracted by the owner as a dividend or bonus. The impact of an incorrect decision could be high.
You can be confident that we are working closely with our tax, accountancy and other experts to provide an integrated solution to your individual needs.
Our financial planning process considers the following areas:
The Tenon Approach
We believe that Tenon is unique in its combination of innovative professional expertise and personal service. Our role is to give you clear expert advice, not sell you products. With the increasing complexity of both investment markets and the taxation of investments, it is now even more important to seek Professional Independent Advice from Tenon Financial Services.
Investments in equity backed arrangements may go down in value as well as up and you may not get back the full amount invested. The levels and bases of, and reliefs from, taxation are subject to change.
Tenon Financial Services Ltd is authorised and regulated by the Financial Services Authority.
