YOU are the focus of our financial planning relationship and YOUR needs drive our recommendations. We believe it is your goals in life that should provide the basis of your financial plan. We will therefore look to identify your goals and objectives then evaluate your existing situation. This will allow us to assess whether you are on course to meet your aims and identify any challenges in achieving them.
By obtaining a complete understanding of your present position including your needs and objectives, this will ensure we can recommend an appropriate strategy for you. We intend to deliver a consistently high-quality service which is based on long-term relationships between clients and their individual advisers.
By obtaining a complete understanding of your present position including your needs and objectives, this will ensure we can recommend an appropriate strategy for you. We intend to deliver a consistently high-quality service which is based on long-term relationships between clients and their individual advisers.
Services
After graduating from Lancaster University, Jon embarked on a career in financial services. He spent the early part of his career working for two of the largest insurance companies in the UK. Jon helped Independent Financial Advisers understand the financial solutions offered by these companies and how they could help meet the financial planning needs of their clients.
The accumulation stage - this is about planning and saving to build up sufficient assets to achieve the desired level of income and any capital needs in retirement. The withdrawal stage - assessing the most suitable option in order to support your chosen lifestyle in retirement. Following the pension's freedom act, there is now unprecedented choice and real flexibility over how you can draw benefits from your pension.
Our investment philosophy begins with you. We start by learning about your present position, what you would like to accomplish and then create a plan to help you achieve your goals. We will evaluate your existing arrangements to understand whether they remain appropriate. Having interpreted this information, we will produce a plan which identifies whether you are on course to achieve your goals.
We are here to ascertain the type and level of protection you might need. Depending on your age, state of health, lifestyle, personal circumstances and whether you have a family or not, some forms of protection will be more important to you than others. We will work with you to recommend the level of cover which is most appropriate.
There are so many different mortgage offers available that without expert advice you could take on a mortgage that's not the best fit for you. Depending on your age, finances and your views on the economy, some mortgages are much better suited to your needs than others. We can work with you to establish and find the type of mortgage that's right for you.
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