JOHN SURGENOR Dip PFS – Telephone 07775987096
BZC markets niche products, funds and services through Independent Financial Advisers and Wealth Managers.
There are three main strands to this part of the business namely: Absolute Return Solutions, Tax Solutions and Pensions Solutions and the offerings within each category are ‘Best of Breed’.
Absolute Return Solutions includes a range of diverse investments from funds of hedge funds to fine wine portfolios.
Tax Solutions includes LLPs/VCTs/EIS and Inheritance Tax products including two year Business Property Relief solutions. It also offers aggressive tax mitigation planning for clients who have the appetite covering Income Tax; Corporation Tax and Capital Gains Tax mitigation.
Pensions Solutions includes SIPPs and Group SIPPs, Actuarial Services and various SIPP eligible investments.
BZC also provides expert assistance to Accountancy and Legal professional firms looking to partner with appropriately qualified Financial Planners to offer a broader and more rounded service to their clients.