Personal Financial Planning

We see many clients who have built up a series of financial products over a number of years. While individually these products might be fine they end of with a hotch potch of un-coordinated products that may or may not be relevant.

Our personal financial planning process starts with a review of your current arrangements. We agree your longer term objectives and put a plan in place to meet those objectives. Changes to current arrangements will only be made when there is a compelling argument to do so.

An initial meeting would be held to establish whether there would be mutual value in taking matters a stage further. An agreed method of remuneration would be agreed before detailed work is carried out.

We encourage a formal review system as many events can trigger a change in circumstances that would affect your longer term plans.

Professional Financial Consultants Ltd is an appointed representative of ValidPath Ltd who are authorised and regulated by the Financial Services Authority.
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