Self is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them. Such independence from brokerage firms, investment or insurance companies, banks or mutual fund companies helps us achieve real objectivity.
As you move into retirement making the right decisions about your finances can seem daunting, at what should be an exciting milestone in your life. The latest pension rules which came into effect in 2015 give you far greater freedom in structuring your retirement income but how do you choose between the various options?
As you move into retirement making the right decisions about your finances can seem daunting, at what should be an exciting milestone in your life. The latest pension rules which came into effect in 2015 give you far greater freedom in structuring your retirement income but how do you choose between the various options?
Services
You've worked hard to establish yourself and now you want to realise the benefits of that work. Self can help you to make the most of your assets, enhance the quality of your life and achieve personal and financial goals. It begins with the discipline of our financial planning process. This is a step-by-step process that has been honed by years of experience.
William has managed Self's transition over the last 15 years becoming one of the first ever firms of Chartered Financial Planners in the UK. He manages the firm's relationships with clients, as well as guiding corporate strategy and development. William joined Self (formerly Roger Self Limited) as a planner in 1996.
We're proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII). This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered firms must also follow a demanding code of ethical practice.
Financial planning is essential but often neglected - people can spend more time planning a two-week holiday than planning the finances to live their lives. True financial planning means the integration of financial, pension, investment, insurance, tax and estate data into a cohesive philosophy. Self Financial Planners will spend time getting to know you and understanding your priorities.
Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family. Sophisticated planning is needed, with decisions to be made on the transfer of assets as well as contingencies for healthcare and burial, guardianship and financial support for children, spouse and family.
Reviews
Be the first to review Self Chartered Financial Planners.
Write a Review
