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Solutions for clarity, confidence and control. For freedom’s sake.

NICK DAVEY
Adviser
Freedom = Family

Every service is tailored to your needs.
For individuality’s sake.

Business accounting.

Clear and reliable accounting brings you up above the eyeline,
freeing you up for the big picture. Accuracy, consistency
and watertight compliance.

Taxation.

Laying foundations for freedom begins with the right
approach to tax. Minimising burden and
maximising opportunity.

Strategy, innovation & coaching.

Nobody does success on their own—so business advisory on
planning and strategy are key. Collaboration with the leading
thinking from all parts of the world.

Estate planning.

Your legacy is too important to be left to chance—for your peace
of mind, for family, and for colleagues. Advice that keeps your
family secure and protected.

Wealth & cashflow planning.

Empowerment is at the core of every decision, and knowledge
grounds every decision. Wealth planning that stays ahead
of every curve.

Asset & wealth protection.

Wealth protection alone will never get you rich—but it will be the
back up plan if needed. Anticipating challenges makes you
ready to meet them.

Financing.

More than mortgages, craftier than credit, lending is about strategy,
structure and solutions. Partner with the most suitable financiers
for the perfect fit.

Business succession planning.

Keeping ahead of leadership and life change keeps your
business robust and ready. Make transition a process
before it becomes a problem.

Clarity, confidence, and control.
Let’s make them yours.

We focus on complete financial solutions.
You can focus on your freedom.

One-stop.

Advisory team that listens
and liaises with everyone
in your financial world.

Clarity.

No mess, no doubt. You’ve
answered the tough questions
and gained the bird’s-eye view.

High-performance.

Highly trained specialists
for every facet of your
financial life.

Confidence.

Trusting the team by your
side gives you certainty.

Rock-solid.

Upfront and transparent
pricing for all services.

Control.

Where there was confusion
and crisis, now there is control
and freedom.

It’s all for freedom’s sake.
Let’s make it yours.

We support our clients at every step.
So they support us too.