Foinaven are here to help you achieve your goals in life and business - whatever these might be. As Financial Planners, our aim is to work with you to put a long-term plan in place that will get you where you want to go in life. When you work with a Financial Adviser, the aim is normally to sell you a product such as an investment, pension or insurance policy.
At Foinaven, we can offer standalone services like this, but it's our preference to work more holistically. Our Financial Planners will work with you to assess your individual priorities and put a roadmap in place that will help you live your best life. Of course, financial planning is fluid, not static, so we'll have regular reviews and catch-ups to make sure everything stays on track.
At Foinaven, we can offer standalone services like this, but it's our preference to work more holistically. Our Financial Planners will work with you to assess your individual priorities and put a roadmap in place that will help you live your best life. Of course, financial planning is fluid, not static, so we'll have regular reviews and catch-ups to make sure everything stays on track.
Services
At Foinaven, we take a holistic view of your finances rather than focusing on one 'problem' at a time. So, rather than simply aiming to sell you products, we'll take into account the bigger picture and help you put a plan in place so that, ultimately, you can afford to do the things you want to do, when you want to do them.
Where are you now and where do you want to be in the future? That's a question we'll always ask when we first meet you. It's all about your life and your personal motivations, not just your finances. With effective life planning, you can avoid the unknown, mitigate risk and make informed choices that mean you won't run out of money in the future.
There's a lot to think about when you run a business. But have you considered the risks you'll be running if you don't plan your finances effectively? There are many different options and opportunities out there that can make your money work harder - and Foinaven are here to help you explore them. As a business owner, there are legal and ethical requirements around protecting your assets and your people.
At Foinaven, we pride ourselves on the longstanding relationships we've built with some of the leading firms of solicitors in the East and West Midlands. We strongly believe that good financial planning and sound legal advice go hand in hand, which is why we always seek to work closely with our clients' solicitors.
Simon set up Foinaven in 2000 after working for two other firms. He began his financial services career in 1987. As a professional Financial Planner, Simon is qualified and highly experienced in advising both individuals and businesses on all aspects of financial planning. Before this, he worked closely with Simon to provide retirement advice to many of Foinaven's clients.
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