Financial Advice for all Vantage clients

Being your own boss can be very rewarding, but brings its own challenges when it comes with managing your own finances alongside those of your business. Things like like life or income protection, medical cover, enhanced pension contributions and mortgages might be on your personal agenda.

There can be tax benefits in accessing some of these financial products via your business so it’s worth having a holistic look at your situation with a financial advisor who really understands your set-up and who can help you create the most tax-efficient plan for your future.

As a Vantage Accounting client, you get financial advice free as part of the service – we partner with a small number of specialists who really understand our clients. Simply complete the following form and we’ll ask a Financial Advisor to give you a call to discuss your needs

Specialist financial advice referral

Complete the following form, or let your Client Director know that you’d like to be referred.

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Which areas would you like to discuss?*