Online Financial Planning - Online advice, with a human touch

King’s Court are able to offer clients a comprehensive, personalised, online financial planning service via our experienced team of Planners and Technicians. Explore the planning services we offer in our What We Offer section.

 

The services to provide you with practical advisory and implementable solutions can be delivered through a mixture/combination of the following online tools, to suit your particular communication technology capabilities and preferences, including:

 

  • Telephone – mobile and landline
  • Email – including sending necessary attachments and planning documents
  • Post (not online but complimentary to the service)
  • Videoconferencing via Microsoft Teams, Zoom, Skype, WhatsApp etc.
  • Information on your Investment Portfolio (if applicable) via a client log in facility

 

Our online service enables new and existing clients to communicate their planning needs to our experienced Financial Planners and Technical Team, who also deal with a client’s personalised planning requirement in the more ‘traditional’ way e.g. via a meeting in our offices, their home or at work.

 

We believe this personalised online service is more intuitive than using other more technologically based planning/investment solutions. Often such solutions miss the all-important ‘nuanced’ discussion points within a conversation with an experienced planner, that adds significant value to a planning recommendation. Resulting in the planning need having been ‘understood, acknowledged and agreed’ by both the client and planner.

 

King’s Court offers a Whole of Market, Fully Independent planning service, which allows us to provide a wider scope of planning and investment solutions rather than a ‘one size fits all’ remote technology led offering.

 

We would be delighted to discuss your planning needs to see if we can help you achieve your planning goals. Call our head office on 01225 777 343 or email us enq@kcfp.co.uk and one of our planners will be in touch with you to discuss your requirements. We look forward to hearing from you soon.