0845 5197866

Specialists in Advanced Tax Planning

Client Testimonials



“Asset Preservation provided me with invaluable advice regarding management of my company finances which has led changes in the way we manage pensions and investment. This has led to a reduction in the annual corporation tax liability as a direct result.”  FB, Owner, BC Ltd



“Asset Preservation is passionate about helping companies and has always impressed me with his knowledge and his dedication to getting the right results for his clients. We work together on a committee that is focused on helping colleagues to grow their business and they always has fresh ideas and approaches that we can employ.” RW, I-K Ltd



"Asset Preservation are a delight to work with. They take the time to really get to know their clients and their recommendations are then clearly communicated and painlessly implemented. I have no hesitation in recommending their services to anyone who is looking for taxation advice from someone who places such importance on integrity."  SM, Creative Director, Berkshire



"I worked with Asset Preservation over a period of time during which I have always found him highly professional in his approach. The services Asset Prervation provide are the type that really add value at an individual level and which should be in the minds of all business leaders - whether with large or small companies. I would recommend business owners talk to them about how they can help them." JM, MD SVPL



“I have worked in conjunction with Asset Preservation for two years now, and found the advice and support they give to clients first rate.” AB, Consultant, MW 



"Asset Preservation have helped Business clients of mine maximise their profitability through substantial tax savings as well as protect their future by ensuring they have efficient partnership agreements.” GE, MD, WMoS Ltd



“I have used the specialist tax skills of Asset Preservation to help client's of mine minimise the tax they pay. Few clients seem to get good tax advice. They are always completely straightforward about what is involved and easy to deal with. I enjoy working with them.” DB, Consultant



“Asset Preservation is a results orientated manager very focussed on the strategic goal and the route to success. An undoubted mover and shaker whose energy, enthusiasm, and expertise I recommend without hesitation.” DN, Owner/MD, TBS



“Asset Preservation is a trusted, committed and very hard working specialist. They articulate their value proposition succinctly and can demonstrate his ability to deliver real results via numerous detailed case histories. I have no hesitation in recommending their services to any SME business person looking to save on their corporate and personal tax.” RMcB, Owner , GI Ltd



“Connor embodies the spirit of the IIB: a mature experienced business executive with a professional attitude, good expertise and a great network of contacts. He is also a pleasure to work with.” JI, Consultant 



Seminar Testimonials


Here is what was said by IFA attendees to the seminar ‘Expand Your Income Through Partnership and Shareholder Planning’ at a recent seminar in Bristol.

"Lots of ideas which will be very helpful in identifying new business opportunities" George Everard Cert PFS, CeMaP, Managing Director at Everard Investment Planning Ltd.
 
"It was a useful seminar in recognising that a) that an opportunity exists and b) that I have access to an expert to advise me" Ray Clements Dip PFS, AIPW, Principal at Castle Financial Services Ltd & member of Simply Biz.

"The seminar was very interesting and extremely useful and will enable me to expand my product offering to clients"  Aki Mano MBA, Principal at AMA Finance Ltd.
 
"The seminar was very useful for my business - the presentation has highlighted the opportunity." Mark Bailey, Director at Dolphin Financial Solutions Ltd
 
"Having attended the seminar, I can say that The Asset Preservation Partnership have the experience & knowledge to launch IFA’S into the Corporate world. Their niche expertise will have clients & most IFA’S astounded as to what is possible from a taxation & trust point of view - and wonder why they didn’t do it sooner.  Asset Preservation have a complete team that can make IFA practices a lot of money (as they have done already for many IFA’S)" Steve Rowland Owner, Stephen Rowland Financial Management

"Very knowledgeable on their subject matter" Cyd Patel, MD, CP Asset Management (UK) Ltd