Specialist Services
We offer a specialist service of comprehensive financial planning, with particular expertise in the field of pre-retirement planning, estate planning and taxation*, and investment planning. It is also ideal for self-employed professionals and the owners of small businesses.
* These services may not be regulated by the FSA
Pre-Retirement Planning
Francis Klonowski was the Money Management Retirement Planner of the Year in both 1997 and 1998; he was also chosen for this category in winning the overall Financial Planner of the Year in 1999. This leaves him ideally placed to offer specialist advice to people at or near retirement, faced with a bewildering number of choices for drawing their pension benefits.
Expatriate Advice
Klonowski & Co offer specialist expatriate advice. This is of particular interest to those currently living and working overseas, anyone about to move overseas, and those returning to the UK after a spell abroad. The service includes advice on taxation*, investments, offshore trusts, and incorporation of offshore companies (both trading and asset-holding).
* This service may not be regulated by the FSA
Specialist Investment Services
During the past year, Francis has developed specialist knowledge in the area of Sharia-compliant investment suitable for both individual investors and Trusts.