Why choose Countrywide

Knowledge is the key to making the right financial choices and being able to provide for a better future.

 

At Countrywide Estate Planning i f a., we are not here simply to sell you financial products and services. Our aim is to help you to benefit from our in-depth knowledge and expertise leading to superior financial decisions, which, in turn, can help you to achieve complete financial peace of mind.

In particular, when dealing with higher net worth individuals, we understand that there are other needs and taxation issues that arise. Many of our Advisers have been involved in most specialist areas throughout the years, working “hand in hand” with other professionals, solicitors, barristers, offshore trustees and various tax consultants, employing existing schemes and strategies and assisting in the development of others.

More complicated and larger issues require more sophisticated strategies than are sometimes available with traditional Financial planning. It is our aim to match our client’s needs to the right strategy and solutions and to assist our clients in implementing the most effective approach.

Why not take the opportunity to test our knowledge and arrange to meet one of our experienced Advisers. If you are located near to our offices in Kenilworth we can meet you there, or alternatively, we are happy to visit you at your office or home, whichever is most convenient. At an initial meeting, our adviser will gather all the information necessary to prepare our recommendations, which will normally be presented to you at a subsequent meeting.

You are under no obligation and if you don’t think we’re able to resolve your financial issues, both personal and corporate, you can simply walk away. However, once you have put us to the test, we are confident that you will appreciate just how much our advice and strategies will improve your financial situation for the long term.

Countrywide Estate Planning i.f.a is a trading style of pi financial ltd, Chartered Financial Planners, Company Number 3556277, which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU

 

We are passionate about our business and we constantly strive to be the superior choice for those seeking advice and guidance on personal financial matters.

Countrywide, preserving your wealth
for future generations.