What sets Virgil apart?
Virgil is a professional planner with extensive qualifications and experience in all areas of financial planning. His client-focused approach is what sets him apart by using a four-step approach whenever discussing a client’s financial position:
By following this client-focused approach Virgil concentrates on what is important to his clients. This turns the financial planning meeting into a constructive and sensible two-way conversation where all ideas are discussed and explored. Jargon and unnecessary technical waffle will only be noticeable by their complete absence. Although technically adept, Virgil uses clear and direct language, as well as real-life examples, whenever explaining complex matters to his clients.
Virgil firmly believes a financial plan allows his clients to plan for the future they want to achieve, whilst making sure they’ve taken care of the unexpected.
Comprehensive & strategic advice to personal clients, corporate clients, charities and trustees on how to best invest their funds to achieve their goals
Detailed advice on how to structure your wealth to meet your personal needs, whilst mitigating the impact of inheritance tax via the use of trust-based investment scheme, and other tax effective options, as well as insurance based inheritance tax options
For personal and corporate clients, a carefully considered protection strategy can enable a family, or business, to cope with a sudden shock and change of circumstances