what we do
Designed to grow and protect your wealth
in the most tax-efficient way possible.
We provide a range of financial advice, management and planning services to businesses and individuals.
Our services include; the review of existing pension arrangements, the establishment of new arrangements and advice on the annual allowance.
Through ongoing management and regular review meetings with you we get to know you, help build an investment strategy to suit your plans and guide you through each step.
Our advisers have a wealth of experience in this area and will guide you through what can be a complex area to ensure you have the right cover in place for your family and business needs.
As qualified mortgage advisers we are able to give impartial advice to help you find the right mortgage. Whether you’re buying your first home, moving home or just reviewing your current mortgage we can help.
Our financial planners can help you achieve your retirement goals and desired lifestyle by making the most of your pensions and investments.
Estate Planning & Trusts
Our financial planners are experienced in this complex field and can advise on the use of available Inheritance Tax exemptions and gifting rules.
Our financial planners can help structure your investments as tax efficiently as possible to ensure that you don’t pay any more tax than you need to.
Doherty PIC offers tailored employee benefits solutions whether your business is an SME, a large-scale corporate entity or third sector organisation.
Collaborating with other Professionals
Our approach with professional advisers is collaborative. We have strong relationships with legal, accounting, and other professional services firms