Overview
Category
Financial Services
Established in 2000, Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm. With a Midlands heritage, we have offices in Nottingham, London and Birmingham – advising clients throughout the UK. Specialists in delivering family office services for top tier professionals approaching retirement and entrepreneurs exiting private-equity backed businesses, we provide a dedicated service for those at the point of transition with substantial investment needs. We support our clients through these key financial moments in their lives by helping them realise the outcomes they want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing our clients from the day-to-day worry of managing, protecting and growing their wealth. Working alongside internationally respected academics, Fiscal Engineers was recognised in 2012 for its contribution to the sector by undertaking studies in trust and confidence post the global financial crisis that has negatively impacted so many. Fiscal Engineers is a ‘relationship’ system built on mutual respect, trust, listening and understanding. It is our mission to help our clients achieve the perfect money/life balance. The principal activity of the company is that of independent financial advisers. Established in 2000, Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm. With a Midlands heritage, we have offices in Nottingham, London and Birmingham – advising clients throughout the UK. Specialists in delivering family office services for top tier professionals approaching retirement and entrepreneurs exiting private-equity backed businesses, we provide a dedicated service for those at the point of transition with substantial investment needs. We support our clients through these key financial moments in their lives by helping them realise the outcomes they want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing our clients from the day-to-day worry of managing, protecting and growing their wealth. Working alongside internationally respected academics, Fiscal Engineers was recognised in 2012 for its contribution to the sector by undertaking studies in trust and confidence post the global financial crisis that has negatively impacted so many. Fiscal Engineers is a ‘relationship’ system built on mutual respect, trust, listening and understanding. It is our mission to help our clients achieve the perfect money/life balance.
