Chartered Financial Planners

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Generic Financial Management plc

Chadwick Place
High Street
Codicote
Hertfordshire
SG4 8XD

T: 01438 822005

F: 01438 822015

E: mmm@onlinefinancial.co.uk

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Areas of specialisation

We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

  • tax planning
  • inheritance tax mitigation
  • retirement planning
  • pension transfers
  • trust planning
  • strategic planning
  • business succession or exit strategies 

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The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

Generic Financial Management plc is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 192999