Independence is a firm of chartered tax advisers, external asset managers and cross-border financial planners, offering an integrated wealth management service to individuals in Europe, and in association with local partners to individuals resident in South Africa, Australia or the USA.
Independence provides a choice of annual service levels, the simplest level of which is an (UK) tax return service. Further levels add individual selections of: - 'best investment buys' research; asset management; accounts; trust and company administration; and cash management.
Independence is authorised and regulated by the Financial Services Authority with MiFID permissions to advise in most countries in Europe. We are based in London and Cornwall and we meet clients all over the UK, and in Paris, Brussels, Geneva, and Rome.
Independence are noted for their creation of a bespoke, integrated tax, asset management and planning service in replacement of retail financial products; and their accurate forecast of the ‘Banking Crisis’ in 2008, with tactical removal of their clients’ investments from equity markets at that time. As a small company, we have committed and professional principals, and clients enjoy a steady relationship with the same advisory team for many years.