• LEFT MENU 6 Income protection
  • Financial Planning

Financial Planning

It doesn’t really matter what your plan is, just that you have one and understand it.

At Always Independent Financial Solutions we specialise in creating plans that are personal to you.

Recognising that everybody is different, we start the process by listening to what you say to us and build an understanding of where you want to be in both the short, medium and long term. We also talk to you about what concerns you and about things you feel may get in the way of achieving these plans.

Taking into account what provisions you already have and your own personal plans we will create a clear picture of where you stand and how close you are to them. More importantly, however we will draw up a clear route map of what additional actions you may need to take.

The next stage will be to listen to how you would prioritise your needs and to agree a plan to implement actions that will move you closer to where you want to be.

For most firms, this is where the job is perceived to be over, however at Always Independent Financial Solutions we believe this is where the journey really begins. Dusting off the plan on a regular basis to see what life has thrown at you and how your own priorities may have changed is the most important part of our relationship with you.

If you feel that we could be that critical friend that will help liberate you to get on and enjoy the rest of your personal and business life then please feel free to call us.

 

Accept Cookies

We use cookies to improve our website and your experience when using it.

If you don't change your browser settings you agree accept a cookie from this website Learn more

How this site uses cookies

What are cookies? Cookies are small text files, stored by the computer’s browser which enable personalised web pages such as checkouts, login areas, enable targeted advertising or track viewing.

This site uses cookies to anonymously records the pages visited in order to analyse viewing figures.

Always Independent Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority No. 528062
Registered in England and Wales number 6441865 © Always Independent Financial Solutions Ltd
 
 
Our alternative dispute resolution provider is the Financial Ombudsman Service. Their website is financial-ombudsman.org.uk and you can find out more information via this link.