Client centred financial planning. We aim to inspire, give clarity and confidence over all things financial giving you the freedom to live. As a financial planner we need to understand who you are, what matters to you and how all of this information fits into a financial plan. Without meaning and purpose a financial plan is a piece of paper with little value to a client.
Once we understand the "why" we can help to create a plan to achieve these goals. Background: Jack and Gemma became clients when they purchased their first home in 2013 initially requiring mortgage advice. Gemma works in marketing and Jack in Pharmaceutical sales for large companies. From the early stages of the initial meeting their needs ha.
Once we understand the "why" we can help to create a plan to achieve these goals. Background: Jack and Gemma became clients when they purchased their first home in 2013 initially requiring mortgage advice. Gemma works in marketing and Jack in Pharmaceutical sales for large companies. From the early stages of the initial meeting their needs ha.
Services
Principle Investment Management is a privately-owned, independent financial planning practice, based in Cheshire and established in 2003. We believe passionately in what we do and take genuine pride in making a difference to people's lives through clear, jargon-free financial advice, tailored to you.
We treat clients as individuals and as such offer a range of services with different solutions not solely based on a client's wealth. There is a common misconception that clients with smaller investable assets are less sophisticated investors which is untrue. The question remains about what is suitable for the client and satisfies their needs in the most appropriate way.
Alex and the team were extremely clear and informative, they listened to our needs and gave us the best impartial advice to help us choose the right plan for us. Over the last six years we have continued to work with PI and built a relationship with the team. Results: Purchase was facilitated by maximising pension contributions using carry forward.
With global stock markets rising to record levels this year, attitudes towards investing make for interesting reading. New research suggests that more than half of Brits feel investing money is too much. The FTSE 100 index of leading UK company. Another Bank of England interest rate decision, another month of rates kept on hold.
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