Our clients share our values
Our clients are drawn from all walks of life; yet share similar values and attitudes toward money, and how it works for them.
Clients tend to come to us through result of questions that arise in their life. We take great care to listen to these questions and assist them in working through their concerns, often suggesting further topics that hadn't yet crossed their minds.
These can include:
When can I be in a position where working full time is completely optional?
Can I afford to retire earlier than imagined?
Is there any way we can reduce our tax bill? What affect will inheritance tax have on my family?
Can we afford to pay for our children's university education? What about my parents' care home?
Can we give our children a lump sum to help them buy their first home?
We would love to buy that holiday home abroad, when is this going to be possible, and will this impact on anything in the future?
Will I run out of money?
How much is enough?
While we get many different clients in different circumstances and with different questions, we work with all of them to achieve the same result – a secure financial future, ensuring their money is in the right place at the right time using inspirational financial plans that support them throughout their lives.
Financial Planning sits at the heart of the relationship, because it provides direction and insights not available from simply managing an investment portfolio. We can construct a plan around your hopes and aspirations; and as these change or are achieved, you plan can evolve and grow.
Typically you'll probably begin working with us a bit later in life, when you start to think about retirement and are planning the transition from "working because you need to" to "working because you want to".
You want sensible advice you can understand, with no nast surprised in the future. You see money as being there for you to enjoy life, sleep at night, and generally feel secure. You are comfortable paying for advice and appreciate the benefits this brings rather than trying to manage your financial planning on your own.
We really like working with people who appreciate the relationship they have with us. The stronger the relationship becomes the harder we work to keep it that way. We've found relationships work best when our client's needs and values closely match the services we provide and the values we hold.
Financial Planning Partners (FPP)
19 Wellington Business Park
Tel: 01344 778990
FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.