Financial and Tax Advisers

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Financial and Tax Advisers
Your Trusted Adviser
Authorised and regulated by the Financial
Services Authority The FSA does not regulate
this service
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Introduction

• Started 1984
• UK Top 100 IFA
• Corporate Private Client Services
• UK Top 3 for Tax Sheltering
• 100 Million
• HNW High Income Private Clients

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Introduction

• 40 Employees
• 2 Directors
• Strong, Experienced Management Team
• Highly Qualified Financial Tax Advisers
• Fee Based Advisory Services Products
• CSR Supporters

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Our Locations
London Office Carlos Place Mayfair
Head Office Hill House Reading
Birmingham Office Cornwall Buildings
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Organisation
CHAIRMAN AND MANAGING DIRECTOR Christopher Ward
PRODUCTS DIRECTOR Tim Boultwood
Directors PA Vivian Harper
PRIVATE CLIENT SERVICES MANAGER Ross Ibbotson
CORPORATE CLIENT SERVICES MANAGER Adrian Parker
Compliance Ralph Spreadborough
Account Managers Advisers Jamie
Hutchin Kiaron Noone Ross Ibbotson Assistant
Advisers Leon Blake Sultan Hussain Anne Holland
Personal Tax Advisers Graham Summers Alison
Kelly Julia Greenan Accountant Donna
Esler PA Jackie Gurton
HR and Communications Lynda Jones
Advisers Annemaaike Te Winkel Michelle
Lane Employee Benefits Advisers Joanne
Price Alison Wailen Support Administrators Chris
tine Kavanagh Mary Primrose Janet Gordon Jeni
Reynold Natalie Conroy Adrian Thompson
Financial Controls Les Marshall Pauline Bennett
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Our Aim
To be the Trusted Adviser to our Clients

• Relationship
• Advice
• Product

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Corporate Clients
Corporate Client Advisory Services
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Corporate Clients
Corporate Client Products
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Corporate Clients
IDC
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Private Clients
Private Client Advisory Services
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Private Clients
Private Client Products
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Investment Planning Strategy
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Private Client Testimonials
Hans Snook, Ex CEO of Orange Ward Consultancy
provide me with excellent
strategic advice in my tax shelter planning
arrangements
David Svendsen, Ex Chairman of Microsoft Ltd I
am impressed with Ward Consultancys range of
knowledge, professionalism and credibility in my
tax shelter and financial planning
Derek Zissman, Vice Chairman, KPMG LLP Most
people look for a financial adviser who not only
provides independent, sound and commercial
advice, but delivers on promises made, is
proactive and keeps it simple. In my experience
Ward Consultancy scores full marks on all these
service qualities and have more than exceeded my
expectations. In particular, the consolidation
and investment of my pension plans were executed
professionally and smoothly. They are great to
work with and above all, I now regard them as
trusted advisers.
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Private Client Testimonials
Dave Sullivan, Sports Newspapers and Birmingham
City Football Club Chris Ward and his team at
Ward Consultancy have provided me with some great
investment opportunities which have had the added
attraction of being tax efficient. They have
worked well alongside my other professional
advisers and I have no hesitation in recommending
them.
Eric E Anstee FCA As a financial professional I
was extremely impressed with the attention to
detail and clarity in which investment and tax
shelter advice was provided. The experience and
knowledge demonstrated was superb and I will
certainly use Ward Consultancy again and
recommend them to my clients.
Christopher Avery, Managing Partner, Pitmans
Solicitors Ward Consultancy has provided the
Partners of Pitmans with a high level of
professional tax and financial advice and we have
no hesitation in recommending them to our
clients.
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Added Value Partner Services

• Mortgages
• General insurance
• Life style management
• Health screening

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Private Client Investors Network

• Open to private clients of Ward Consultancy
• New investment opportunities
• Latest tax efficient schemes
• Regular seminars
• Tailored Investment Strategies

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Corporate Social Responsibility

• Following areas will be supported as part of our
  CSR Plan
• Enterprise
• Environment
• Charity

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CSR Enterprise
Motivational sessions to locally based schools
and colleges informing students about mix
of Skills Abilities Values required
if they wish to become an entrepreneur
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CSR Environment

• The Company will, wherever possible, operate in
  a way which helps and protects the environment
  through
• Using recycled products
• Recycling waste
• Having environmentally friendly land
  and buildings

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CSR Charity
Three main charitable causes have been selected
for support by the Company
Business Partnerships Win/Win relationships
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CSR Financial Support
The Company will donate 1 of turnover to support
Enterprise, Environment and Charitable initiatives
Invoice initiative Creditors informed of above
and if invoice is paid within 7 days, we will
contribute 2 of the value of the invoice to our
CSR initiatives
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Business Ethos of Ward Consultancy

• Company Values
• Trust
• Honesty
• Integrity
• Respect
• Loyalty

Company Culture Caring but Enterprising Firm
but Fair
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Regulatory Statement

• Any Investment Decision should only be made on
  the basis of the final prospectus or information
  memorandum and not on any information in this
  presentation
• Figures in the presentation are based on current
  UK Tax Legislation but no guarantees as to the
  tax efficiency of these investments is implied or
  given.
• Past performance is not necessarily a guide to
  the future. The value of stock market
  investments the income from them can go down as
  well as up is not guaranteed. Investors may
  not get back the amount originally invested.

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Financial and Tax Advisers
Your Trusted Adviser
Authorised and regulated by the Financial
Services Authority The FSA does not regulate
this service