Pelham Financial offers a comprehensive range of services to both personal and corporate clients using a structure which provides a service relating to investment, taxation, pensions and insurances. Our services are summarised below and are by no means exhaustive.

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Personal Client Services

 

       Family Issues                              Money Issues                     Employment Issues

 

• Creating a Strategy                    Saving Efficiently              Moving Jobs

• Buying a House                          Limiting Taxes                   Surviving Redundancy

• Protecting The Family               Receiving Inheritances     Your Retirement

• Meeting Educational Costs       Managing Capital              Working Overseas

• Dealing With Divorce                Distributing Wealth

• Security in Later Life                 Charitable Giving

• Coping with Bereavement        Managing Offshore Resources

 

Corporate Client Services

 

       Business Issues                           Employment Issues

 

• Starting a business                    Insuring the Business 

• Protecting Shareholders           Motivating Executives                               

• Sheltering Profits                       Rewarding Staff

• Takeovers and Mergers             Pensions

• Business Succession                  Counselling