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Individuals

Services for individuals

 

Whether you’re a sole trader that needs support in completing your self-assessment tax return or would like to create a personal financial strategy, we can offer a service that suits you.

Since being established in 2015 we’ve worked with a range of individuals to meet their accounting needs, taking the time to understand their situation and present tailored solutions. Backed by years of experience operating in the financial sector, we provide services that you can rely on.

 

Solutions for sole traders

Acting as a sole trader can mean facing plenty of challenges but filling in your self-assessment tax return doesn’t have to be one. Here at EIP Finance, we offer a comprehensive, packaged solution that takes all the hassle out of your hands and allows you to focus on your business. Read more.

 

Creating wealth management and financial planning strategies

We know that every client is different and has a variety of goals in mind. That’s why we offer a bespoke service to all our wealth management and financial planning clients. We take your aims into consideration, creating a financial strategy that works for you, using our sector knowledge to deliver results. Read more.

 

Guiding your tax and estate planning

We know how difficult it can be to understand tax regulations and the process of estate planning. We work with you from the very beginning of the process to take all the stress from your mind and provide you with the solution to optimise your wealth, both now and after your lifetime. Read more.

 

Supporting you with mortgage applications

We’ve supported a range of small business owners, sole traders, and self-employed individuals in ensuring their accounts are ready to make mortgage applications. We work with you to improve your chances of success before you speak with a lender about obtaining a mortgage to grow your operations, guaranteeing that everything is in order. Read more.

contact us

Call us today on 01582 635928, to speak to one of our team.

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