At Morecrofts we offer impartial professional advice on all aspects of personal and business financial planning that is tailored to the needs and objectives of the individual or business. We do not favour any particular financial product, investment type or provider.

We believe that any individual or business owner can benefit from independent financial advice at any time. In our experience the following situations tend to prompt action:

• Recipients of a lump sum seeking advice on tax-efficient investments.
• House buyers or home owners seeking the best mortgage deals.
• The elderly who often need a helping hand looking after their finances.
• Divorcing spouses needing to divide assets and plan for their financial future.
• Those who are planning to provide for their retirement.
• Business owners wishing to protect their business and family interests.
• Trustees and charities with investment portfolios.
• People who are interested in saving inheritance tax.

Effective financial advice often entails careful drafting of wills, the creation of trusts and taxation advice. Being part of a law firm means that these services are available under the same roof.

For further information contact Hugh Beaumont on 0151 236 8871 or email him on heb@morecroft.co.uk

REGULATED BY THE LAW SOCIETY IN THE CONDUCT OF INVESTMENT BUSINESS
YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.