See Clauses 2, 3 & 4 of our Terms of Business.
We are regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
We provide advice on:
- Savings & investments
- Pensions & retirement planning
- Life insurance
- Key person insurance
- Personal financial protection
- Estate planning
- Wealth creation planning
We handle investment, insurance, mortgage and pension work in conjunction with Independent Financial Advisors Link Financial Management Ltd who act as our Permitted Third Party (PTP).
The critical aspect to the success of a financial plan is to acquire an in-depth understanding of your financial circumstances, income, investments, assets and liabilities.
We analyse your short and long-term goals in terms of lifestyle, family considerations, working life and retirement plans.
Initially, this involves spending some time with you developing our understanding of your retirement planning issues, your individual circumstances, and attitudes and developing an agreed investment strategy.
Once we understand your financial position we develop a strategy to account for the risks and returns involved. We understand that each client approaches his or her financial future differently with differing approaches to risk depending on their individual circumstances.
Our commitment to you is to help protect and grow your wealth, to achieve financial independence and to plan for retirement and succession.
Call Derek Rothera or Maggy Moody +44 (0)20 7226 1199 or email us from our contact page if you would like help with financial planning.