Broughtons Financial Planning Ltd - Independent Financial Advisers and Wealth Managers

What Could You Expect From Us?

An initial meeting and/or fact finding exercise will be carried out
Details of any existing financial arrangements you may have will be noted and discussed
We will obtain authority from you to record details of any existing financial arrangements onto our portfolio valuation computer system. This enables us to provide appropriate advice and valuations
We will agree a remuneration strategy, both on an initial and ongoing basis
We will discuss and assess your objectives
We will ascertain your attitude towards investment risk
Detailed recommendations will be provided, based on the information obtained. This is aimed to enhance your existing portfolio, with particular emphasis on the importance of appropriate asset allocation and the choice of investment funds as well as maximum tax efficiency
We will review your whole portfolio with specific reference to the underlying investment funds on a six-monthly basis. At this time, we will provide you with detailed reporting and recommend any changes that may be considered appropriate
We can provide you with the peace of mind that we are only a phone call away from assisting you with any queries you may have, which will be dealt with confidentially and efficiently by our Team.

"the surest way to ruin a man who does not know how to handle money is to give him some." - george bernard shaw