Telephone: 01943 871627
We use Holistic Financial Planning to help our clients meet their goals. This means considering your entire situation, and then developing a personalised plan to enable you to meet your goals. The process typically works as follows:
1) Discuss goals and objectives
2) Review current circumstances and assess your attitude to risk
3) Prepare a Bespoke Financial Plan including a Lifelong Cashflow Analysis
4) Implement Financial Plan
5) 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
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
The first step is for us to meet you and understand why you need advice and what your financial goals are. This initial consultation is always free with no obligation to proceed. Please get in touch to arrange a meeting.