Puldoran Limited is a friendly and professional Estate Protection, Financial Planning and Advisory firm with its Head Office in Ascot, Berkshire, specialising in advising individual or private clients, busy professional men and women as well as business owners and directors and those who are now retired. The firm also has expertise in providing Care Fees Protection Planning and Inheritance Tax Planning.
Our founder and director, Neil Sewell, is an Affiliate member of STEP (the Society of Trust and Estate Practitioners) which means we adhere to the highest guidelines and code of conduct in the industry. Neil also holds an MBA and is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments. We are therefore committed to best practice and continuing professional development to ensure our knowledge and technical understanding is current and up to date so that we can provide our clients with the most appropriate and relevant advice and information. This passion for excellence in advising clients and nurturing our client relationships continues to drive the firm’s culture and the services we offer.
We are proud to offer our clients solutions that are complete and comprehensive, giving them peace of mind in the knowledge that their affairs are being looked after by a fully qualified professional team. In addition to our estate planning services, we also work in association with our sister firm, SewellBrydenGunn, Chartered Financial Planners, Wealth Managers and Independent Financial Advisers, to help protect your wealth through appropriate investment decisions.
To find out more how Puldoran can help you or your firm, please call us for an initial discussion
01344 636 338