I've written before here about being reasonable rather than rational. The general message being to make broadly sensible financial decisions now and not get caught up on whether you. I have a bit of light reading for you: the Financial Conduct Authority's assessment of value report which you can read in full here.
In late 2020 the prospect of negative interest rates made headlines. I had several clients ask me whether their bank would start deducting, rather than adding, interest to their. Inflation rising from 1.5% to 2.1% recently made headlines and it is widely expected to continue rising for the next few months before reducing later in the year.
In late 2020 the prospect of negative interest rates made headlines. I had several clients ask me whether their bank would start deducting, rather than adding, interest to their. Inflation rising from 1.5% to 2.1% recently made headlines and it is widely expected to continue rising for the next few months before reducing later in the year.
Services
Adrian and Philip are Chartered Financial Planners and Chartered Wealth Managers based in Edgbaston, Birmingham and work with clients throughout the UK. Being financial planners means we focus our efforts on building a financial strategy to achieve your objectives and aspirations. We won't spend undue time focusing on products, or whether fund A is better than fund B. We know that is irrelevant.
In reality, while some matters will require immediate attention, the key to long-term financial security and happiness lies in understanding you, and what you want, then developing a plan which will allow you to achieve your aims. We work with business owners and senior executives to help them move from the world of work to retirement.
We tick the basic boxes you would expect for a firm of financial advisers or planners; we are regulated by the Financial Conduct Authority (FCA), we are well qualified and have a huge amount of experience. Simply put, that means we spend more time thinking about you and the aspirations you have for life, than we do about financial products or investment funds.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Reviews
Be the first to review Chatfield Private Client.
Write a Review
