Financial Planning is not necessarily often at the forefront of people’s minds, until an event happens where financial advice is required. Careful financial planning throughout the various life stages can dramatically help and enhance everyone’s overall long term wealth.
This can be done in three ways:
Via financial talks where our financial advisors would deliver to a group. However, because everyone’s financial situation differs greatly, we advise the second option.
The second is within the working environment where a financial clinic can be run, whereby each client (employee) receives an initial 20 minute appointment to discuss any elements of their financial circumstances they are concerned about or would like more information on. A further appointment can then be made to discuss the subject matter in greater depth with more time. We have found this option to be the most beneficial for staff.
The third is the client can make an appointment in their own time to suit them where they can discuss their financial circumstances away from the working environment.
Financial planning areas which we advise on are as follows:
- Retirement planning
- Family protection
- Trust & estate planning
- Inheritance tax planning
- Investing for income & growth
- Portfolio Management
- Offshore investment planning
All of our financial advisors are the best in the industry winning awards for Wealth Management Company of the year 2017. Our aim is to ensure our clients and their staff receive the best advice possible, so we only use the highest level of professionals.
As a company we truly believe when it comes to people’s finances it is something that should be discussed as a one on one, our pricing structure reflects our commitment to try an ensure companies can afford to offer this service to their staff. Please get in touch for prices.