At Celebrity Financial Planning Ltd, we provide our clients with useful and understandable advice on a wide range of Investments, financial planning and bespoke tax planning needs. Our clients, by nature, have varied and diverse requirements. Our key differential is the fact that each client is treated as an individual, and that they are assured the absolute best wealth management service possible.

• Tax Planning*
• Investment Portfolio Management
• Pension Planning
• On Shore ISA and Unit Trusts
• Investment Bonds
• Off Shore Investments
• Personal Asset Trusts
• Wills and Discretionary Trusts*
• Life insurance, Critical Illness and PHI
• Inheritance Tax Planning**
• Capital Gains Tax Planning**
• Venture Capital Trusts and EIS Schemes

* These services are not regulated by the Financial Services Authority

** Not all of these services are regulated by the Financial Services Authority