Starkey Financial Planning are Independent Financial Planners whose role is to help people plan their finances so that they can have the lifestyle they want, now and in the future. Our existing Clients tell us that appointing us as their financial planners gives them peace of mind and saves them valuable time so they can concentrate on all the other things that they would much rather do!
Please have a look at our website to see if we are the people to help you. If you think we are, please contact us by phone or by email to take advantage of an introductory meeting at our offices at no charge to you. We are a local firm for local people with more than 30 years experience and a talent for creating long-term relationships with our clients.
Please have a look at our website to see if we are the people to help you. If you think we are, please contact us by phone or by email to take advantage of an introductory meeting at our offices at no charge to you. We are a local firm for local people with more than 30 years experience and a talent for creating long-term relationships with our clients.
Services
Directions to our office are below. The idea is to be the logical choice for those in the local community who want top quality, professional financial planning advice to help plan their future, in a long term relationship with a trusted adviser. Our Chartered Financial Planners, Ian Starkey and Jane Wallace, are ideally placed to provide this.
An introduction to the principles and practice of financial planning and wealth management. An analysis of Client's capital, broken down into the various asset classes and risk categories. An Income Tax computation with a calculation of net spendable income per year, per month and per week.
Lifelong cash flow forecasts to determine on stated assumptions to what extent there is a danger of running out of money (and when) or, if there is no such danger, the extent to which it should be possible to increase personal expenditure and/or gifts to family members.Recommendations for switches between investment funds, usually at nil cost and without triggering tax liabilities.
Lifelong cash flow forecasts to determine on stated assumptions to what extent there is a danger of running out of money (and when) or, if there is no such danger, the extent to which it should be possible to increase personal expenditure and/or gifts to family members.Recommendations for switches between investment funds, usually at nil cost and without triggering tax liabilities.
Financial Planning is the process of managing your finances in line with your life goals. Life goals can include buying a home, managing your and your children's wellbeing, saving for their education or planning your retirement. Financial Planning might sound like something for the wealthy, but in reality it is something we should all be doing, regardless of our current financial position if we are to make the most of our lives.
Starkey Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 459336 http://www.fca.org.uk/register. Registered in England & Wales, No. 5485625. The Financial Conduct Authority does not regulate National Savings or some forms of mortgages and loans, tax planning, taxation and trust advice, estate planning, offshore investments or school fees planning.
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