We aim to help our current and future clients to make sense of all matters financial in an ever more complex and rapidly changing world.
Our team of qualified professionals are on hand to help you make sense of today’s financial jungle. Our experience tells us that since the recent economic troubles started, relying on ever rising asset prices to secure your future is a risky approach to personal financial planning. Most people are seeking a better understanding of where they are now and what is needed to provide future financial security and the ability to fulfil their personal ambitions.
This is our core relationship based service which seeks to help you determine your objectives in life in four key areas:
This is designed to help those clients who have specific needs which are a priority and are seeking professional advice to find a suitable solution to meet their current needs. Clients who use our transactional service often go on to become longer term relationship clients, because they have found our transparent, open and honest professional approach to their liking
This is for the more informed individual who wants to retain full control over their financial affairs, or may be an active investor themselves, but values professional input to design a generic financial plan with a built in tax and investment strategy. Armed with their financial plan, they are then free to source whatever product solutions they want.
So whatever your requirements, whatever stage in life you are at, B&C Financial Planning can help you provide the financial means to achieve every ambition in life.
“Thank you for your help –
B&C Financial Planning offer a range of services to help you fulfil your financial and personal ambitions. Our services encompass all areas of financial planning including investment and pension advice, estate and tax planning and life and income protection needs. We can tailor your service package to suit your immediate and future needs.
We offer products and services as follows:
- we provide an independent advice service. We will make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.
- we advise on non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers. We advise on Accident, Sickness and Unemployment / Buildings and Contents cover from a limited number of insurers. Please ask us for a list of the insurers we offer.
- We advise on mortgage products. We will provide you with a separate 'Key Facts about our services' document detailing the services we offer and the costs of those services.
