At Forvis Mazars our award-winning private client team advise HNWIs, business owners, C-Suite professionals, Trustees and Executors.
The majority of our financial planners hold Certified Financial Planner (CFP) status or are Chartered Financial Planners and we are the first firm to be dual accredited by the CISI (Chartered Institute for Securities & Investment) and CII (Chartered Insurance Institute). Many of our Chartered Tax Advisers, Tax Technicians and Trust and Estate Practitioners also hold technical roles within their respective professional bodies.
Forvis Mazars is a leading global professional services network. In the UK, we have 14 offices and over 3,300 professionals, with 170 partners.
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