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Ward Consultancy Review

 

Ward Consultancy Company Information

 

About The Ward Consultancy Company


Founded in 1984 by Christopher Ward, Ward Consultancy is one of the top 50 IFA's in the United Kingdom, providing independent financial advice and services to high net worth private clients, world-class corporate clients and their employees both in the UK and overseas and to international clients.


Clients are drawn from the company's target markets: Technology, Telecoms, Professional Services, Sport and Entertainment.

Advisory services for Private Clients, with income or capital gains in excess of £250,000, include:

Tax Shelter Planning - Financial Planning - Investment Advice

Personal Tax Services - Pension Planning - Estate Planning - Charitable Giving

Their impressive Corporate Client list is headed by Microsoft, voted Number One in The Sunday times 2003 '100 Best Companies to Work For'. Stephen Harvey, Microsoft Director of People and Profit and Culture says: "Our people vision at Microsoft is 'creating an environment where great people can do their best work'. Ward Consultancy is essential in helping them to achieve this vision by providing leading edge benefits advice and direction to ensure that they both retain the best and are able to attract the type of employees that they will need to secure the long-term success of Microsoft."

With offices at Hare Hatch, within the 'silicon' Thames Valley, and in Mayfair, London, Ward Consultancy is well located to service private and corporate clients in its selected markets.

Did you know...

  • Ward Consultancy can show clients how to avoid and/or defer tax forever, including Income Tax, Capital Gains Tax and Inheritance Tax.
  • The average rate of income tax their clients pay is 4%.
  • They are the largest tax shelter adviser in the UK placing around £200 million in gross tax shelter investment.
  • Their highest earning client earned £30 million and paid £12K in income tax.
  • In the last eighteen months Ward Consultancy have claimed £50 million in tax reclaims on behalf of their clients.
  • They are the employee benefits adviser to Microsoft, the company listed as the Number One employer that most people want to work for.
  • Ward Consultancy can save married clients a potential £102K of Inheritance Tax by redrafting their Wills.
  • They advise how to invest to avoid Inheritance Tax.

Ward Consultancy are Authorised and Regulated by the Financial Services Authority.

 


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