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.
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' protfolios to take account of these changes.
Our services include:
Savings and Investments
Tax Efficient Savings
Financial planning is provided by Flemmings Financial Planning Limited – which is authorised and regulated by the Financial Conduct Authority.