Any form of Financial Planning without professional advice and guidance can be a minefield. Over the years, many clients have approached us asking for recommendations for suitable Independent Financial Advisers. Keen to support our client base in this area, we set up a partnership with Bollington Financial Planning Ltd to offer a full portfolio of financial services.
With a strong understanding of our client base, Bollington Financial Planning has many years experience offering fee based advice to all types of individuals, businesses and professional partners.
Specific areas of expertise include;
• Capital Accumulation & Protection
• Pre & Post Retirement Planning
• Tax, Estates & Trusts
• Family Wealth & Continuity Planning
• Individual & Corporate Protection
• Employee benefit schemes
• Services to complimentary professionals
You can find out more about services on offer by Bollington Financial Planning by viewing their website at www.bollingtonfp.com
They also produce a bi-annual newsletter for our clients offering practical advice as well as releasing relevant News Bulletins on appropriate information. To read the latest version click here Financial Synergy. You can also register on their site to receive this newsletter and bulletins automatically whether or not you use their services.
Alternatively, please speak to your Bollington representative who will be very happy to put you in touch with the relevant person at Bollington Financial Planning.