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About UsAG Shackcloth & Co have been in business for forty years. We offer advice and help to small businesses and individuals for their financial protection, retirement and family needs. Many of those clients- and their children- are still being advised by us.
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What We Do |
We, like many of our clients, are getting older. As such, we are finding more and more of our time as advisors is spent preparing those clients for their retirement, and planning for the income they might need when that stage is reached. Rules change regularly, and we have to try to adapt strategies to suit the rules as they exist at any time. Our clients' children are also growing older with families of their own. The advice they require primarily centres around providing adequate protection levels, as well as looking to maximise the accumulation of savings and investments, as they will have plans to retire one day too.
We do help clients plan for passing on their wealth to their children and grandchildren. This offers more specialist advice around the use of trusts, and Craig Shackcloth is an expert in this area. . |
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