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Personal Financial Planning
Corporate Financial Planning
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Personal financial planning covers such a wide range of services. As each client's personal circumstances are unique, the products and services required can only be determined by fully understanding our client’s situation and financial requirements.

We work closely with the Tax Department and the Partners within Silver Levene in looking at ways to proactively enhance and protect our client’s financial affairs.

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SL Financial Management Limited (company registration number 04302224) is an appointed representative of the TaxInvest Group Limited (company registration number 03912011) which is authorised and regulated by the Financial Services Authority. The registered office is at 2nd Floor, 38 Warren Street, London W1T 6AE.
Telephone number 020 7874 5222.
The Financial Services Authority does not regulate some types of Mortgage, Taxation, Trust Advice, General Insurance and some forms of insurance.

• Richard Stott

• Kevin Mogford
• Ian Stott


As fully independent financial advisers, we get a real satisfaction in putting together bespoke financial solutions that go beyond the brief we're given.   For example, when recently assessing the profit of a company we managed to reduce the corporation tax liability with an executive pension and saved the client £36,000.
The first written records of the use of money date from 1200 BC.   Inscriptions in stone record that “twelve shekels” were paid into the bank account belonging to a Algar Hammurabi, in return for “use of his daughter”.