Gloucestershire Independent Financial Adviser

The most important of our values is that the adviser and client relationship can only be based around trust. The majority of our clients are recommended to us by trusted professionals or existing clients. We understand a proper relationship between adviser and client can take years to build. We will not act for a client until we feel we have established a proper regard for one another. Our clients need to know they can rely upon our advice and we need to know our clients are being totally open about their own affairs in order that we can provide the advice they require.

Of course, with many years’ experience dealing with the affairs of wealthy individuals and business owners, we are adept in providing or sourcing the right advice for the whole spectrum of Private Client matters and corporate financial plan. Whether UK based, expatriated or Non Domicile, Bees & Co can offer the right direction and guidance.

Our principal concern when planning for our clients is the preservation of capital. Asset protection. We are suspicious of investment opportunities promising exceptional returns. We are equally cautious when presented with apparently attractive but contentious tax planning arrangements. We often find many of our clients have their own investment direction and we are required to ensure that they protect their assets in the most appropriate tax and legal structures. Many of our clients are better at making money than the majority of investment managers but nevertheless require guidance so that capital and profits are not unduly exposed to taxation.