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Our Services For Private Clients
Do you ever worry that your investments may not be suitable for you? Have you accumulated an uncoordinated portfolio of investments, policies and plans over the years which you hope will achieve your objectives? Are you wondering how to achieve the financial independence you seek in retirement? Have you received a lump sum in cash from, for example, a substantial inheritance or sale of an asset?
These are typical of the issues that many people face and which demand independent financial planning advice. Financial planning is a professional service that helps individuals achieve their financial and lifestyle goals.
We will help you understand and make the most of the opportunities available to you through this rigorous process:
- We will review with you your present assets and expectations in order to provide a basis from which to develop planning decisions.
- We will then prepare a detailed, researched report after full consideration with you of your aims and objectives, time horizons and attitude to risk.
- Our report will set out our recommendations for deployment and management of your financial assets in the most suitable investment strategy likely to help you achieve your financial objectives.
- Thereafter, through regular reviews we will monitor and facilitate your overall financial planning strategy going forward, so that this is managed over time towards your objectives within the mandate you provide to us.
In short, we will give you reassurance that your investments are in order, and that your personal finances are structured according to your aspirations and objectives for yourself and your family.
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Anthony Harding & Partners Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 135348