We help our clients plan for the future with confidence by providing the financial planning and independent investment advice they need to achieve their goals.
In order to plan you need something to plan for!
So, we begin by understanding what matters to you, your needs and priorities.
We understand that financial planning is about more than just numbers, so we are interested in personal goals not just financial ones.
We follow a three-stage process that reflects the dynamic and continuous nature of financial planning: Understand – Plan – Review
We conduct a detailed review of your financial position and clarify your objectives.
We build your personal lifetime cashflow model – your AIMS model – to give you a clear, visual presentation of your financial planning journey. Then we map out what needs to happen for you to achieve your objectives and what you can do to improve and protect your position.
“Their AIMS modelling is a great exercise to go through that put the whole plan into context.” Mark & Gemma
Once priorities are agreed, we proceed with planning and the implementation of your financial plan.
With specialist advice on pensions and retirement planning, investment and tax planning, business exit or succession planning, estate planning, philanthropy or managing major changes such as bereavement or divorce, we can address all of your concerns and work across generations within your family to preserve and protect all you have worked for.
Your personal and financial circumstances, prevailing tax laws, and economic conditions continually evolve so we need to factor any significant changes into your future planning. With regular scheduled reviews, on call access and regular news updates we make sure you stay one step ahead.
Our overriding purpose is to give you complete financial confidence about your future.
To find out more get in touch
“FPC helped to take the stress away and gave us confidence to move onto the next phase of our lives.” – Phil & Geraldine
