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How we work / Our services
Our objective is to build long term relationships with our clients. We believe we have an attractive and effective financial planning proposition. We utilise specialist software to provide a detailed cash flow analysis which requires the completion of a comprehensive questionnaire. The results will detail income, assets, liabilities and expenditure including anticipated future expenditure. This enables us to provide comprehensive recommendations based upon a thorough understanding of the clients circumstances and anticipated future needs. We will work on either a fee or commission basis with commission being utilised to offset our fees.
Both Frederick and Peter have achieved the highest level of financial planning examinations and ensure they keep up to date with the latest technical, investment and tax issues. We will ensure our advice is integrated with any legal and tax advice offered by other professional advisers and we will work with clients other advisers to ensure plans are properly implemented. Our client process revolves around the following key stages;
- Obtaining the relevant information and understanding client objectives.
- Putting the relevant data onto our software system.
- Preparation of net worth statements, summary of income and expenditure.
- Review of objectives in conjunction with cash flow analysis.
- Agreement on strategy and implementation of agreed plan.
- Regular reviews.
We offer a range of independent financial advisory services to clients and businesses. These are services designed to help you make the right decisions about a particular aspect of your financial life.
(Please click headings below for more detailed information).
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