Do you work for Microsoft? Have you had a chance to review your Microsoft benefits and compensation package?

We’ve noticed that many Microsoft employees are frankly too busy to optimise their finances.

The default options are unlikely to be the best ones for you. They may also leave you with a big tax bill.

Working with an independent financial adviser will mean that you avoid these costly mistakes. It will mean that you’re not paying more tax than you need to and are invested in the best way possible

Speak to an independent adviser today

Working With Microsoft Experts

As an award-winning independent financial adviser, we provide financial advice on all areas of your finances. We’re Certified Financial Planners and Chartered Pension Advisors with years worth of experience.

We provide comprehensive advice on your Microsoft benefits, acting as a sounding board for all your big financial decisions. We’ll help you figure out where you want to be in the future and creates a plan to get you there. Best of all we charge a fixed flat fee, meaning that we’re able to provide impartial financial advice.

We know that working with a financial adviser is a big decision, so we’ll go first. We offer a complimentary consultation, without cost or commitment. This provides you (and us) with the opportunity to get to know each other and see if there’s a good fit.

Book your Microsoft Financial Review today

What will we discuss?

As part of your consultation we will:

  • Review your current financial position identify areas that can be improved.
  • Create a strategy to make the most of your Microsoft benefits
  • Provide advice on how to enhance pension
  • Provide advice on how to minimise your taxes.

To get started, all you need to do is find a date and time that works best for you. Once booked, you’ll receive an email confirming the meeting. It’s that simple!


Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.