Services

Personal

We understand that many people have a need for personal financial and tax planning advice. You may be in business, retired, have investments or income from property. At Rothmans we pride ourselves on the strong relationships we build with our clients over time. This means that we can often identify opportunities for you because we know your long term goals.

Whether you are looking for help with your tax return right the way through to your savings and investments, planning for retirement or perhaps an exit strategy from your business. Rothmans have expertise across all areas of personal tax and financial planning.

You may also choose to work with one of our Independent Financial Advisors: In Partnership Financial Design Limited and Gresham Financial Limited, or whether you want us to work with your existing advisors, be they financial or legal, Rothmans can help you achieve the aims of your personal and family plans. One of our LLP Members is both a Chartered Accountant and a qualified IFA.

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