Financial Planning

“Nothing feels better to us, as financial advisers, than educating, guiding and seeing our clients goals and objectives come to fruition.” – FPC Financial Services

You and your Financial Planning journey.

 

We help you make sensible decisions about your money, the journey begins by understanding what is important to you. We will then guide you step-by-step towards your financial goals & objectives.

 

We Start by listening to You.

Getting to know you is at the heart of what we do. To have a successful relationship, we must first understand who you are as a person, your goals & objectives both personally and financially. Once we get to know each other, we can start digging the foundations to your financial future.

We aim to cover and understand every aspect of your financial life, your experience with financial matters, attitude to risk, what’s important to you, what you want to achieve (and when). We next, by using our decades of experience, convert this into a financial plan tailored precisely to you.

No Stone left Unturned.

For us, as financial advisers, it’s essential we compile a detailed understanding of your current financial position, this includes a record of your financial assets & liabilities.

This is the critical time that open, honest conversations really help us build the best possible picture and offer the best advice to you, we can do this at our office in Port Sunlight (with tea, coffee and biscuits included) or from the comfort of your home.

Your plan.

Once we truly understand you, your goals & objectives only then can we provide you with a long-term financial plan of action. The plan has one major objective, to get you from where you are now, to where you want to be in the future.

Taking Action (it’s a bit like building a house)

Once your plan or as we like to call it (“the foundations”) are in agreement, we will then present our recommendations to you (how many bedrooms we recommend, what colour to paint the living room, etc!). Our recommendations come in the form of a detailed written report. Once you agree our recommendations, your money (the tools required to a build the house) will be put to work, working hard for your future self.

Our on-going relationship

We will continuously review your investments, financial plan and the products we recommend to ensure they (and us) are working in your best interest, day in, day out.

We look forward to meeting you.

Contact Us

You can get in touch with us using any of the following methods.

[email protected]

0151 644 1644

88 Greendale Road, Port Sunlight, Wirral, CH62 4XD

Monday – Friday 9am – 5pm

Send us a Message

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