Finmor Financial Planning's Services

We are a firm of Financial Planners and rather than just providing advice on various financial products we help people and businesses by providing them with financial planning advice. It works like this:

An initial meeting of up to one hour is available to enable prospective clients the opportunity to meet us and for us to explain the services we provide and how they might meet your requirements. This meeting is without charge or any obligation to proceed further.

Following this meeting we arrange a further meeting to obtain details of your existing financial arrangements and to determine what your current and future objectives are and any specific areas of concern.

We then compile a detailed financial plan which confirms your existing arrangements and how they meet your future requirements and objectives. It will highlight areas where there are shortfalls and provide you with appropriate recommendations.

This plan normally forms the basis of the next meeting which would determine any action that should be taken. Upon becoming a client of Finmor Financial Planning we would provide you with a regular review, at least once a year, to monitor your financial plan, provide portfolio valuations and to take any additional action where this might be appropriate. investment portfolio valuations, and to take any additional action where this might be appropriate.