Independent Financial Advisers in Wellingborough

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Contact: Andrew Reeves FPFS
              Chartered Financial Planner and Certified Financial Planner
              Director,

General information

We can help you plan for your financial independence

People are living longer and enjoying a far higher standard of living than previous generations considered possible. It is therefore more important than ever to create a financial plan to maintain your lifestyle and achieve your aspirations.

• Plan - to protect your income and capital
• Plan - to protect your dependants
• Plan - to make the most of your savings and investments
• Plan - for your dream home
• Plan - to reduce your tax liabilities
• Plan - for School Fees
• Plan - to provide for your retirement
• Plan - for the costs of long term care
• Plan – to minimise complexity and paperwork
• Plan – to ease the burden of Self Assessment tax returns

As Independent Financial Advisers based in Wellingborough, Northants we can carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions.

The principle steps that we carry out in the planning process include:

1. Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.



2. Identify your financial aims and objectives taking account of present and future obligations and needs.



3. Recommend and implement a financial strategy selecting from a wide range of available investment, insurance and pension plans as appropriate, specifically chosen to meet your individual requirements.

The services of our company are designed to provide you with the necessary solutions to help ensure that you are financially organised to create as much wealth and security as possible for you and your family. We use an online secure filing system storing the most important documents to which we can both refer. This makes the system as clutter-free as possible.

As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice.

For clients with existing investment structures and some experience of managing their own affairs we are unusual in offering a “coaching service”. In this way we give the client further tools and ideas to further their own investments without making “changes for changes sake”.

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