So what is financial planning and how does it benefit you? We use a structured six stage process to ensure that we can tailor our services to best suit your requirements. Our advice is wholly independent and our innovative strategies consider all the available options.
We will actively manage your investments as we know how important it is that your hard-earned capital works hard for you. After all, this is the money that is going to provide you with the life you want to live. That’s why we manage it using a scientific process that has stood the test of time.
We have also developed a specialist network that gives you access to experts in complementary fields such as the legal and accountancy professions, the raising of finance, estate agency and general insurance.
Transparent fee structure
We pride ourselves on our transparent fee structure, which we feel represents value for money and reflects the quality of our staff and their recommendations. Everything is explained upfront and is clearly outlined.
At the outset, our fee entitles you to ownership of the strategy and also covers the costs of our intellectual property, i.e. our experience and expertise. This fee also covers the cost of the presentation meeting, when we will talk you through our report and answer any questions. Our implementation fee covers the cost of our staff and the professional responsibility we assume for accurately implementing the advice.
Click on the numbers below, to discover the six things you can expect from Informed Financial Planning.