Good question! Whatever stage of life you are at, a little specialist guidance with respect to your finances can go a very long way. Being independent allows us to consider options from the whole of the marketplace and not be restricted to any one supplier or provider of financial products.
I have been an Independent Financial Adviser for over twenty years and my focus has always been on building relationship’s which are open, clear and consistent. I aim to achieve this from the outset by taking time to understand you, your business, your family, your circumstances, dreams and ambitions.
Our success is based on establishing a close relationship with you, rather than just concentrating on the right product or investment. And my role extends beyond designing a personal plan for you, to implementing and managing your plan, and enabling you to make the right decisions for you, your family or your business. When appropriate I work closely with other specialists, such as accountants and solicitors, to ensure you always receive the best support and advice.
I am able to advise on:
• Retirement planning both corporate & individual- on and offshore
• Investments- onshore, offshore and ISA’s
• Inheritance Tax Planning
• Trusts
• Protection Plans
• Children’s Mutual Funds
• Other Aspects of personal & Corporate Financial Planning
Click here to contact Andrew Fincham
