Testimonials

 

Helping business clients grow their business, and build security for the future - Taskforce Contracts

Taskforce Contracts is an expanding successful business, owned by the directors who each play a key role in the business. When Peter first met them, they were a start-up company, looking for financial planning guidance. Pete says, "In 2007 the directors were paying around £30,000 pa to a nice landlord for their business premises, had little pension provision or insurance to protect the directors or business if one of them became unable to work. The directors wanted to ensure they would be financially rewarded for their hard work."


Over a series of corporate development business strategy meetings, Pete really got to understand the business and the directors' goals.

He helped them buy their business premises through Self Invested
Personal Pensions so that approximately £30,000 per year now goes to line their
own pockets through their pensions - rather than a third party landlord.

Peter has arranged Key Person, Shareholder Protection and income
replacement insurance to protect the directors and their families in a tax efficient way..

He has helped many of the employees with financial planning
services and set up the company stakeholder pension scheme.

Brian Cooley - Director, says,

"The great thing about Peter Farr is that he took the time to really listen and understand what our aspirations and priorities were. This meant that the guidance and perceptive questioning really helped us to refine our aims and implement our decisions in a confident and assured way. I would advise anybody who is serious about taking charge of their financial destiny to get Peter and his company on side."

Back to top of page

 

Further Testimonials

My husband died in an accident - Simon looked after me with such integrity Read More

Property investments, returning to the UK and developing an overall strategy to build wealth and security Read More

Helping us make decisions about early retirement and ongoing monitoring of our investments Read More

It's easy to forget to look after your own finances when you are busy running your own business..... Read More

Business owner getting control of his pension funds and improving returns Read More

Structuring our portfolio for retirement, inheritance tax planning then dealing with changes on my own Read More

Helping business clients grow their business, and build security for the future. Read More