Telephone: 01943 871627
HOLISTIC FINANCIAL PLANNING WITH A FOCUS ON PREPARING FOR RETIREMENT:
This is our core service and typically involves:
1) Discussing your goals and objectives
2) Reviewing your current circumstances and assessing
your attitude to risk
3) Preparing a Bespoke Financial Plan including a Lifelong Cashflow Analysis
4) Implementing your Financial Plan
5) An ongoing review process of analysing the performance of your investments,discussing any changes to your circumstances or goals and adapting your Financial Plan where necessary
Contact us to find out more about how we can help you ensure you have the necessary means to enjoy the retirement you deserve.
OTHER SERVICES: Tax is often an integral part of financial planning. As a member of the
Association of Taxation Technicians, Paul can provide a high level of service
saving you time and money whatever your tax requirements. Taxation
advice is not regulated by the Financial Conduct Authority.
PRIVACY: At the Financial Planning Practice we take our clients' privacy and data