4th Floor, The Piano Factory, Farringdon Road, London EC1R 3BX, +44 (0)845 603 2782
30 Cattlemarket Street, Norwich, NR1 3DY, +44 (0)1603 763 850
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Financial PlanningFinancial planning is the strategic advice provided in the light of a client’s circumstances (rather than the management of investment assets, which we call wealth management). In this process we establish a client’s current financial and social situation as well as their objectives and attitudes to money, to family and business, in order that we can help develop with them strategies around saving, income, borrowing, tax and insurance. Please refer to our guide to financial planning for a detailed review of the process. |