Nick Rudd Email & Phone Number

London, England, Gb

St John'S Lane, London

I typically work with owner-managed businesses/partnerships, helping them achieve their financial goals. The areas of advice I provide to clients include:- Planning a tax efficient exit from their business- Protecting the business in the event of the death or illness of a Director or Shareholder- Pension and retirement planning- Protecting the family in the event of early death or serious illness- Investment advice- Estate planning- Tax efficient… Show more I typically work with owner-managed businesses/partnerships, helping them achieve their financial goals. The areas of advice I provide to clients include:- Planning a tax efficient exit from their business- Protecting the business in the event of the death or illness of a Director or Shareholder- Pension and retirement planning- Protecting the family in the event of early death or serious illness- Investment advice- Estate planning- Tax efficient investments- Lifetime cashflow analysis Show less

London, United Kingdom

During my time at BDO/Broadstone I had the pleasure of working with a broad range of clients and covered a wide range of advice issues. In addition to giving pension and employee benefit advice to employers and trustees, I also advised wealthy private clients and company directors on all aspects of their personal finances.The organisations I dealt with ranged from owner-managed businesses and partnerships to PLCs and spanned most sectors of industry but with a particular focus… Show more During my time at BDO/Broadstone I had the pleasure of working with a broad range of clients and covered a wide range of advice issues. In addition to giving pension and employee benefit advice to employers and trustees, I also advised wealthy private clients and company directors on all aspects of their personal finances.The organisations I dealt with ranged from owner-managed businesses and partnerships to PLCs and spanned most sectors of industry but with a particular focus on manufacturing and professional services businesses.During my time at Broadstone I held a number of different roles. My experience includes team management, coaching, FSA T&C supervisory, new business generation and project work/reviews. Show less