Graham J. Strugnell DipFA MIFS

A New Service from Struggytax : How to sell an Independent Financial Adviser ( IFA ) firm, or how to find one to buy.

As IFAs average age reaches the mid 50s many are looking to retire, or to start to put an exit strategy in place. As someone who sold out to another IFA, after 32 years as an IFA myself, I am in a great position to help you.

After 47 years as an IFA I have decided to retire(only from being an IFA!)

However, I can still introduce you to a first class group of professional contacts I have built up in Yorkshire, and across the UK, over the last 40 years (since moving "up North" from Hertfordshire)

Please do not hesitate to ask me for guidance and help in finding the right person for you to talk to in the Financial world, legal matters, tax and accountancy, and pensions, investments etc.

  • Financial Gym

    A FREE Review Service to assess your financial affairs, especially if you have experienced a change in circumstances, or just need to chat things over.

  • Tax, Wealth Management and Networking

    Access to a nationwide network of Lawyers, Accountants, Bankers, Commercial Property Brokers, Stockbrokers, “Company Doctors”, etc who specialise in Tax Planning Schemes not normally offered by even the largest professional firms in the UK.

    Indeed, the large professional firms often use these smaller firms to compliment their own services.

    If you have a potentially very large tax bill, or wish to avoid tax of a corporate, personal, investment or inheritance tax nature, contact me as soon as possible.

SERVICES

Personal

  • Investments:
    • Investment Bonds
    • Unit Trusts/OEICS
    • Investment Trusts
    • Tax Efficient Plans
    • Managed Portfolios
  • Life Assurance
  • Trusts
  • Mortgages
  • Mortgage Protection
  • Private Medical Insurance
  • School & University Fees Planning
  • Pensions:
    • Retirement Planning
    • Non-Pension Alternatives
    • Annuities
    • Alternatives to Annuity Purchase
  • Inheritance Tax Mitigation
  • Property Investments
  • Income Protection
  • Critical Illness Cover
  • Children’s Investment & Savings
  • Deposit Accounts

Corporate

  • Investment of Cash on Deposit
  • Pensions – Staff Schemes
  • Life Assurance
    • Key Man
    • Co-Share Holder
    • Partnership Cover
  • Employee Benefi t Schemes
  • Redundancy Counselling
  • Early Retirement Counselling
  • Executive Retirement Planning
  • Advice on the Ever-changing World of Pensions

Misc

  • Charity Fund Investment
  • UK Ex Pats
  • Non-Domiciled People in the UK
  • Professional Sports People
  • Current, Recognised Tax Saving Schemes
  • Offshore Investments and Trusts
  • Pension and Divorce
CONTACT US
DISCLAIMER: This form should not be used for messages containing confidential or time-sensitive information.
ADDRESS, PHONE & EMAIL

StruggyTax Ltd

12 Mallinson Oval

Harrogate

North Yorkshire

HG2 9HH

m. 07711 886894

struggytax@hotmail.com

OFFICE HOURS

Please e-mail me, phone my Mobile or Text or Voicemail me (preferably between 9-5 Mon- Fri)