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Financial Services*
The personal Financial Planning Service is only available under separate instructions. For more information, please go to our Financial Planning web-site: www.mackotecha-fp.co.uk MAC KOTECHA Certified Financial Planner Mac Kotecha & Company, Lichfield House, 2 Lichfield Grove, London, N3 2JP Phone: 020 8346 0391 Fax: 020 8343 4227 email: mac.kotecha@virgin.net QUALIFICATIONS Certified Financial Planner (CFP) Member of The Personal Finance Society (DipPFS) Fellow of the Institute of Chartered Accountants (FCA) IDEAL CLIENT TYPES Any individual irrespective of age profession or wealth who will benefit from Personal Financial Service on a "Holistic" basis. TYPICAL CLIENTS AND CHARGES An introductory meeting of up to one hour takes place at our offices on a no fee/obligation basis and then Mac would be able to identify areas that need addressing and provide an indication of any costs involved. GENERAL BACKGROUND INFORMATION After qualifying as a Chartered Accountant in 1977, Mac became a Manager and then a Partner in 1980 in the firm in which he trained. In 1985 Mac set up his own business - Mac Kotecha & Company - providing Financial Accountancy and Taxation Services. Mac believes in developing long term relationships with his clients and working with them with a view to achieving their financial goals. Mac has appeared a number of times on TV "Network East" - Breakfast Finance Slot answering viewers queries on financial matters. For Financial Services Mac Kotecha & Company is an appointed representative of Sesame Ltd., which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427. The Financial Services Authority does not regulate Wills and some forms of Inheritance Tax Planning, Trust planning and Estate Planning. Specialist Practice Areas ●Retirement Planning - personal financial planning for retirement ●Protection - Life or other Insurances - personal protection insurance of all kinds ●Long Term care ●Estate planning - Inheritance Tax and use of wills and trust ●Tax Planning and Compliance - for UK income and Capital Gains. ●Investment Management - planning and management of portfolio of Assets The Financial Services Authority do not regulate Wills or Trusts and not all forms of Inheritance Tax and Estate Planning. (*Please note: The free 1 hour no obligation meeting offered for our accounting service is limited to only 1/2 an hour for financial services. If a client wishes to instruct us for both accounting and financial services, this must be done under separate instructions, as both services are separate.) Links By clicking on this link you will leave the regulatory site of Mac Kotecha & Company. Neither Mac Kotecha & Company nor Sesame Ltd are responsible for the accuracy of the information contained within the linked site. A forum for financial planning organisations from around the world.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Partners: M. K. Kotecha DipPFS., C.F.P. & A. T. Kotecha B.A (Hons) - Non advising. |
"He (Mac) has helped me as my practice has expanded from single-handed to a six surgery/8 dentist practice." "Mac is always available to "pick his brains" and has a solution for any problem!" "He always offers sound independent advice on all financial and taxation affairs in a way that is easy to comprehend and follow." "He has helped me through my early associate days and is now proving invaluable in my journey towards practice ownership." "There is never anything I do in business or personal finance without first consulting Mac." |
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We take great pride in our service, and would be delighted to invite you for a free 1 hour, no obligation meeting at our comfortable offices. Simply call us on 020 8346 0391 to arrange a mutually convenient time. This web-site was last updated on 17/01/2012 Specialist Dental Accountants for over 27 years. Copyright © 2003-2011 Mac Kotecha & Company. All rights Reserved. The information on this site is for general guidance only. It is essential to take professional advice on specific issues about their impact on any individual or entity. No liability can be accepted for any errors or omission or for any person acting or refraining from acting on the information provided on this site. We can still help you if you're not a dentist. Please click here
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