Oury Clark Guides

Oury Clark | A new approach to professional services

I am looking for help with my personal affairs...

Very few of us manage our finances well. That is hardly surprising: the financial world is complex and fast changing and we have neither the time nor, very often, the inclination to make the most of what is on offer. At one time or another almost all of us should take financial advice. Your financial situation is unique and so, if financial advice is to be truly valuable, it must be based on an appreciation of your individual circumstances.

I need to get my finances in order

Deciding how best to plan your finances can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?

Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.

By working through a series of logical steps, we will help you gain a better understanding of the options available, and working together, we can devise and implement a suitable financial plan to target your goals. Please see the Quick Guide entitled "6 step guide to Financial Planning" for more information.

Please contact the OC Financial Services team to discuss your situation.

Further useful links: OC Financial Services

When will I be able to afford to retire?

As state pension ages creep ever upwards, many people are facing a longer working life, well in to their 60s and sometimes beyond. Planning for your retirement sooner rather than later will make a big impact on your income when you do finally stop working. A cornerstone of your income in retirement will often be some form of pension account, given the tax breaks available. Our "Planning for retirement" Quick Guide provides further details.

Please contact the OC Financial Services team to discuss your situation.

Further useful links: OC Financial Services

I need help with my investments and savings.

Recent history has highlighted the risks of investing unwisely, and even what could go wrong with simple bank savings accounts. It is also important that your assets are maintained in tax efficient contracts, which allow them to be easily reviewed and altered if necessary.

Our financial services team can help advise you on how to balance your short term savings and longer term investments. For initial information about the construction of a typical mix of investments please refer to our Quick Guide entitled "Investments".

Further useful links: OC Financial Services

I need help with my personal tax

If you earn any money outside of being fully employed on a PAYE scheme you need to do a tax return.

Please see our OC Guide on Personal Tax. We have a broad range of knowledge and experience so please contact David Taylor Rea, or Sarah Harris to discuss your needs further.

Some say it's expensive to have an accountant, but some also say it's more expensive not to.

Further useful links: OC Chartered Accountants

I need help with an immigration issue

Globalisation is upon us, sadly, global passports aren't.

Getting yourself into an immigration issue can cost you dearly, and the laws are getting tougher. Please see our OC Guide on Immigration and contact Juliet Oury should you need any assistance or advice.

Further useful links: OC Solicitors

I need help with an employment issue

Getting into difficulty at work can be extremely distressing, and you need to understand your rights and the law to ensure you resolve matters fairly. Please see our OC Guide on Employment Law.

Further useful links: OC Solicitors

Tags:

Disclaimer

This guide does not contain a full statement of the law and it does not constitute legal advice. Please seek legal advice if you have any questions about the information set out above.