Independent Financial Advice
Specialisms
- Investing for growth/income
- ISA’s, PEP's, Unit Trusts/OEIC’s, Bonds
- Pension & retirement planning
- Personal and company pensions, transfers and annuities
- Life, critical illness and health insurance
- Trusts and inheritance tax planning
- Accountancy
- Annual tax returns
- Trust administration
- Tax planning
To complement our legal advice, Birch Cullimore also offers tailored financial planning and accountancy services to our clients:
1. Financial Planning - Recognising the need for truly impartial advice, Birch Cullimore is one of the few legal practices who offer a financial planning service. The department is headed by Gary Shield, an independent financial advisor who has over 20 year's experience.
2. Accountancy Services - As an add-on service, Birch Cullimore can now call on the expertise of an in-house accountant to deal with tax returns and compliment our existing tax planning expertise.
Birch Cullimore are regulated by the Financial Services Authority. In common with our legal advice, we are committed to providing you with truly independent financial and accountancy advice and a quality assured service.
Contact Gary Sheild for more information



