What is financial planning?
Financial Planning aims to give you objective assistance in organising your financial affairs to more readily achieve your financial and lifestyle goals.
This can lead to the recommendation of an investment or policy, but initially it will result in the production of a plan devised specifically for you, focussing on strategy and goals.
After assessing your needs by completing a fact-finding questionnaire, your adviser will produce a needs-analysis, a summary of areas of potential exposure and a list of recommendations, all with the sole aim of helping you achieve your financial and lifestyle goals.
To speak to an adviser, please click on the Free Call Back button on the right hand side of this page and one of our advisers will contact you.