Personal Financial Planning

We work hard to help you maximise your wealth.

The performance of your pensions and investments today could make a critical difference to your financial wellbeing in the future and, with so much change and uncertainty in the UK economy, reliable tax advice from a trusted source has never been more important.

DSC Financial Planning can offer the reassurance of sound advice that considers your existing arrangements to ensure that your savings are earning you as much as possible - and helps you plan for the future tax efficiently. 

We can help with:

  • Reviewing your current finances
  • Wealth management
  • Building or preserving capital
  • Managing cash and borrowings
  • Self assessments
  • Gaining financial protection against risk
  • Inheritance tax planning and trusts
  • Business succession planning
  • Corporate tax planning
  • Inheritance tax advice
  • Mortgages
  • Retirement planning & stakeholder pensions
  • Investing for future income & growth

And our services don’t just end there. See our client service guarantee for all the additional support you will receive from your Harrogate accountants - absolutely free.

Your first meeting is at our expense so get in touch today to assess how we can help you maximise your wealth. There’s no obligation, so you have nothing to lose. We hope to hear from you soon.

Please call 01423 560547 or email