When you retire you still need food and shelter as an absolute minimum, but of course you will want. Often, people save for a specific reason and it's usually the safest way to build up a pot of money. Professional Financial Planning is the process which aims to help you realise your ambitions - whate.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Services
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Eloise has over 35 years' experience in the financial services industry, beginning her career at the Yorkshire Building Society Head Office in Bradford.
Since graduating from Newcastle University, Keith has accrued nearly 30 years experience in the Financial Services profession, all of it in the independent sector.
Kathryn is an experienced PA/Administrator with a wealth of experience gained over many years in a variety of office roles, including 20 years working locally in independent financial services providing a high-quality administration service to her advisers and their clients.
Eloise has over 35 years' experience in the financial services industry, beginning her career at the Yorkshire Building Society Head Office in Bradford.
Since graduating from Newcastle University, Keith has accrued nearly 30 years experience in the Financial Services profession, all of it in the independent sector.
Kathryn is an experienced PA/Administrator with a wealth of experience gained over many years in a variety of office roles, including 20 years working locally in independent financial services providing a high-quality administration service to her advisers and their clients.
The firm was founded by me, Colin Robinson.
As a graduate recruit in 1987, I joined a major UK life insurance company and have never looked back.
Over 30 years in the profession, I have seen many changes, met scores of interesting people and have learned something from each and every one of them.
It's the people part of the business that I really enjoy - working with a client from the initial meeting, through the discovery meetings, presentations and subsequent taking up of the advice, implementation and review, it's a real pleasure.
As a graduate recruit in 1987, I joined a major UK life insurance company and have never looked back.
Over 30 years in the profession, I have seen many changes, met scores of interesting people and have learned something from each and every one of them.
It's the people part of the business that I really enjoy - working with a client from the initial meeting, through the discovery meetings, presentations and subsequent taking up of the advice, implementation and review, it's a real pleasure.
We meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
Treating Customers Fairly is a core principle of our company and the way we conduct our business.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
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