Financial Planning
As independent financial advisors, we recognise that our clients need to plan their wealth and manage their assets for the short, medium and long term. Our recommendations are made through understanding our clients’ aspirations and then carrying out extensive market research to find products that meet these.
Financial Planning Services
Financial Services
Wealth Management
Financial Services
In financial planning, we recognise that there is no “one size fits all” solution. We develop and prepare a bespoke financial planning report setting out our clients’ current financial position, and what resources they require to achieve their goals.
Our role does not stop there. Over time, we know that our clients’ circumstances and financial objectives might change. Therefore, we carry out a regular review of our clients’ portfolios to take account of these changes.
Financial planning is provided by Flemmings Financial Planning Limited – which is authorised and regulated by the Financial Conduct Authority.
Our services include:
| Personal Protection
✓ Whole of life assurance ✓ Level term assurance ✓ Critical Illness Protection
Business Protection ✓ Keyman cover
Health Insurance ✓ Permanent health ✓ Private Medical
Savings and Investments ✓ Bank deposits ✓ Unit trusts and OEICs ✓ National Savings ✓ Bonds ✓ Gilts ✓ Offshore Bonds |
Tax Efficient Savings
✓ Venture Capital Trusts ✓ Enterprise Investment Schemes ✓ Business Property Renovation Allowance ✓ Enterprise Zones ✓ISAs
Retirement Planning ✓ Personal Pensions ✓ Self Invested Personal Pensions (SIPPs) ✓ NHS Pension Planning ✓ Corporate Pensions ✓ Annuities
Mortgages ✓Residential Mortgages ✓ Buy to Let ✓ Remortgaging ✓ Commercial Mortgages
|
Wealth Management
We recognize that clients have individual goals and through careful planning and sound advice we aim to secure our clients wealth, and grow it, for the current and future generations.
Our medium to high net-worth client bank comprises of non-UK residents as well as UK residents looking to benefit from offshore planning and management of assets. The range of services provided includes:
✓ Banking – Facilitating account opening with international banks and management of the accounts
✓ Insurance – Advise on and arrangement of various insurance cover such as Life, Critical Illness and Endowments for savings.
✓ Investments – Advice, planning and effecting investments across the different assets classes i.e cash, bonds, equities and property.
✓ Taxation of Trusts and Offshore Companies – International tax planning including non-domiciliary and use of structures such as offshore companies and trusts.
✓ Estate and asset planning – Assist with Trusts and Wills for succession planning
FlemmingsMain Office
OUR LOCATIONCroydon
Croydon,
Surrey
CR0 3HA
FLEMMINGSMain Office
OUR LOCATIONCroydon
Croydon,
Surrey
CR0 3HA
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Copyright by Flemmings. All rights reserved.
Copyright by Flemmings. All rights reserved.
Flemmings consists of:
Affinity Associates (Flemmings) Limited (Company Registration Number: 09340324),
Flemmings Financial Planning Limited (Company Registration Number: 0828147),
Authorised and Regulated by the Financial Conduct Authority,
Flemmings Property Services Limited (Company Registration Number: 03288929),
Flemmings Business Advisors Limited (Company Registration Number: 08927757),
Authorised by ICAEW,
Our registered office is 76 Canterbury Road, Croydon, Surrey, CR0 3HA, United Kingdom