At our first meeting we can generally get to know each other and get a feel for your planning needs. This depends on how much of your current circumstances and financial concerns you wish to disclose but after this initial meeting we should both be aware if we can work together and be of benefit.
We have advised clients for several decades on their changing financial needs.
Financial planning prepares you to manage not only the predictable demands which arise but to have built in contingencies for the unknown so you will hopefully have enough in your savings when you retire to meet both your own needs and wishes for your family.
We will help you find tax-smart solutions that offer the best match between your attitude to risk and your investment objectives.
We believe that we bring clear tangible value to our clients by finding the best financial solutions and products at competitive prices. We want to develop a clear understanding of your financial aspirations so we can build a plan that suits your exact requirements.
We are always on the end of a phone, and will respond speedily to emails we want people to feel part of their financial planning and to understand what we are doing for them this has lead to client and family relationships which span generations.
We enjoy a high rate of client referrals to friends and family members, and frequently work with professionals, accountants and solicitors, who share our commitment to acting as the client's advocate and delivering positive outcomes for those who trust their finances to us.
Financial Planning means different things to different people so we hope to deliver a service that is attuned to your circumstances always being mindful to protect your family and build or preserve your wealth.
We acquire wealth in different ways and will have enjoyed or suffered different financial experiences during this process. It is your circumstances, views and experiences that inform how we work with you and your ability to take or appetite for risk.
We aim to review and, if possible, work with your existing investments before recommending the replacement of a plan or policy. A full explanation is provided for any recommendation, together with an analysis of costs and charges. We research across a wide market to determine our best buys for Isa's, pensions and investments regularly reviewed and updated.
Our investment services are advisory but we can assist you in investing across the widest possible spectrum of UK and overseas stocks and shares, in actively managed and passive funds.
CONTACT US TODAY TEL 02820762353 or EMAIL ifa@pjmcilroy.co.uk
