01206710000 info@emeryifa.co.uk

Financial Planning

What is financial planning?

Financial planning aims to give our clients objective assistance in organising their personal or corporate affairs, or both, to more readily achieve their financial and lifestyle goals.

This can lead to the recommendation of specific contracts or policies e.g. life assurance or a personal pension plan, but initially it will result in the production of a plan devised specifically for each client focussing on strategy and goals.

The Financial Planning Process

1. Factfind

Our first appointment with you allows us to get to know you, understand your circumstances and establish what your financial goals are.  A first appointment is free of charge and without obligation and will last approximately 45 minutes – 1 hour.  An appointment can be at your home, in the office, or even over the phone.

2. Research and Analysis

We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.

3. Financial Report

Following a first appointment, we are then in a position to prepare a report and recommendation for you based on your current needs and future financial goals.

4. Implementation

Once you have read our report and wish to proceed we put the financial steps in place for you to ensure the successful implementation to helping achieve your goals.

5. Review

Depending on the type of service level you have selected we will review your financial plan regularly to help you achieve your financial goals and develop a mutual on-going relationship.

Reviews and Ratings for Financial adviser Peter Emery, Colchester

Emery (IFA) Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 526134 http://www.fca.org.uk/register.

Emery (IFA) Limited Registered Address: 5 Kings Court, Newcomen Way, Colchester, CO4 9RA. Registered in England & Wales, No. 03776035.

Neither Emery (IFA) Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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