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Wealthy Individuals...

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Wealthy Individuals

At Shea & Co. we also act for high net worth individuals, define as individuals with disposable assets in excess of £2.5 million or an annual income in excess of £500,000.

We can provide a comprehensive service, which includes tax planning, record keeping, cash flow planning and tax compliance work.

For some of our wealthier clients we look after their personal bank accounts and liase with their stockbrokers and financial planners to properly organise their personal finances.

This service is secure – we do not under any circumstances handle our clients’ money.