Our strength lies in our relationships with our clients, We are Independant Financial Advisers and have grown over the last 19 years keeping many of our original clients through to today. Our long standing client relationships are testament to our commitment to providing a personal service that is pro active, specific and accurate.
Although we take great care in supplying analysis and independent advice on the most appropriate investment, pension and insurance products, we believe that financial advice extends far beyond products alone. More and more of us are being ensnared by stealth taxes so our objective is to shield our clients and their heirs from avoidable income tax capital gains tax and inheritance tax.
Although we take great care in supplying analysis and independent advice on the most appropriate investment, pension and insurance products, we believe that financial advice extends far beyond products alone. More and more of us are being ensnared by stealth taxes so our objective is to shield our clients and their heirs from avoidable income tax capital gains tax and inheritance tax.
Services
If you want to use our car parking, approach Tesco Metro from the roundabout (where Wisdom Sports is) at the bottom of Haywards Heath, so first left at the roundabout and first left after the roundabout and then go very first left again, our carpark is in the bottom corner of the larger car park, we have signs confirming our spaces.
The above can be arranged fairly economically, with tax benefits usually available for the employer and employee. Our aim is that individuals within corporations will value their employers even more highly as a result of the work we do for them, we aim to be an extension of the employers values and principles in our dealings with all those involved in their business.
Foundation Financial Planning are a small firm of Independent Financial Advisers (IFA's). We provide financial advice and recommendations to individuals, businesses and trustees. We work with our clients on a wide range of financial areas to include the investment markets to preserve and grow their capital and ensure their financial arrangements are effective for the purposes of tax.
Capital depreciation is a major concern and worry for savers and investors, cash flow analysis is a process that can be used to take some of that concern and worry away. We have chosen the cash-flow modelling tool found within O&M as the software provider for our cash flow analysis process. Before choosing O&M we assessed the providers of cash flow analysis tools.
With investment generally the more risk you are prepared to accept will lead to higher returns over the long-term but also normally means more volatility (up and down movements) which can be very scary to the inexperienced investor and may mean you making bad decisions should your investments fall unexpectedly.
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Sarah Sheridan-Jones
Dec 20, 2021
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