We are Independent Financial Planners providing a professional service for people who need objective assistance in arranging their personal or corporate financial affairs to more readily achieve their financial & life style goals.
Whether you are: an employee, partner, director, close company share holder or retired, we can provide you with a plan in order that you may achieve your objectives in an efficient manner.
Your first meeting would be purely to see if I can help you and to explain the framework within which I work and how you pay for the service. Followed by an open discussion about you, your present financial circumstances and what you would like to achieve in the future. This information would be used as the foundation for any financial plan given to you.
Financial Planning cycle:
Identify your goals and objectives
Collect your data
Review plan & objectives
For more details why not call Graham on 01271 328600 or email firstname.lastname@example.org
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