At Fielding Financial Planning our aim is to help clients identify, achieve and maintain their desired lifestyle.
You will receive professional independent advice from highly qualified and and experienced staff. The fact that we are independent means that we act on your behalf and will research the whole of the market to provide you with advice and services to suit your needs and meet your personal requirements.
Initially we will review your existing financial situation. This review will help us to reach a realistic assessment of your financial goals. For this, you’ll need to set aside some time to talk to us – the first one-hour consultation is at our expense. At the end of this meeting there will be no charge to you, and no obligation to proceed.
All our proposals will be fully explained and the costs discussed so that you’ll know exactly what and why before you agree to proceed.
If you become a client we will help you decide the order of priority in dealing with your financial objectives. And of course it will all be sensibly balanced in relation to your current income, expenditure and future plans.
A key part of our personal service when you become a client is to agree an ongoing review strategy. By that we simply mean establishing how often we should meet to review the progress in trying to achieve your financial objectives.
As part of our service to clients we are happy to liase on your behalf with other professionals such as your Accountant, Tax Specialist or Solicitor.
