Financial planning

Our financial planning services aim to help you achieve your future financial objectives, whether for yourself, your family or your business.

Our clients receive the very best financial planning advice, from people they can trust, delivered to the highest professional standards.

Having personal financial planning specialists in our offices means that our partners and managers can work together with our advisers to ensure the best solution to meet your needs, however complex.

Financial planning services

Having assessed your current situation and understood your future needs, our advisers will help you make the most suitable choices from the full spectrum of financial planning products and services in the market.

Advisers at our offices around the country can assist you with some or all of the following:

  • Investment strategies and portfolio management
  • Tax, Trust and Estate Planning
  • Pensions and Retirement Planning (private and corporate)
  • Protection – Life Assurance / Critical Illness / Private Health Insurances
  • Savings
  • Corporate Employee Benefit Planning
  • Long Term Care
  • Mortgages
  • Education funding
  • Business assurance

The expertise we offer dovetails well with the tax planning advice which has always been a core part of our work.

How we work

At an initial meeting, one of our financial planning specialists will gain a detailed picture of your circumstances, commitments and existing financial arrangements and objectives, from which to analyse the most appropriate options and alternatives for you.

Certain situations may necessitate a report which your advisor will prepare, setting out clearly our recommendations.

Any recommendations from our financial planning specialists will be truly independent – not influenced by financial incentive or tied to one product provider.

You are entirely free to choose which, if any, of our recommendations you want to proceed with.

At your request, and where necessary, we are also able to:

  • review your finances regularly with you;
  • provide valuations automatically at agreed review points and upon request; and
  • send you regular communications on financial planning opportunities.
Our expertise and resources

All of our financial planning advisers have undertaken professional examinations to ensure that the advice you receive is delivered by specialists who adhere to the highest standards of professional integrity and client service.

Our advisers have access to specialist technical support and research, ensuring that they are aware of the full range of products and services within the marketplace, and of the latest taxation and legislative changes which may affect your circumstances.

The next step

If you would like to discuss the financial planning advice we can provide in more detail, please contact one of the financial planning specialists, or complete the contact form.

Let's talk! Send an enquiry to your local UHY expert.