We aim to be your long term financial partner and our personal approach builds a productive relationship of trust and openness. After an initial consultation, we assist you in two main stages to put the right finances in place for achieving your life goals.
We will carry out a ‘requirements analysis’ based on your current situation and taking into account your specific goals or targets. It will provide you with a financial Life Plan along with careful advice on how to structure your affairs. It includes:
• A professional assessment of your current income, expenditure and future prospects.
• Deciding how much you need to meet your short, medium and long term goals.
• Prioritising how you deal with your finances.
• Regular reviews to assess your progress or changing circumstances.
Where we agree that it’s entirely to your advantage, King’s Court can recommend the most suitable financial products to meet your needs. Any recommendations are strictly impartial and this is by no means an essential part of our service. We are more than happy to provide advice that does not involve new financial products.
Our aim is to provide a client planning solution that benefits yourself as the client. It may be the above two stage process does not suit your needs and that you require advice on a specific financial planning matter e.g., inheritance tax planning, care fees advice, retirement planning, investment advice.
We are happy to provide such a service and after understanding your planning requirement will provide a fee estimate to meet both the advice and product implementation in one planning process to meet your specific planning needs.
To find you the best solutions, King’s Court uses advanced software to research the whole market before making arrangements, on your instruction, that maximise the benefit to you.
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