Is This for Me?
FFP’s service is a specialised “real” wealth management service. Because our raw material is money, we understand that it will not be suitable for everyone.
Private Client:
- Aged 40 plus
- Homeowners
- Regular trips abroad
- Busy lifestyle
- Investable assets £100,000 +
- Little or no debt
- ISA and PEP portfolio
- Individual shareholdings
- Various pension plans
- Decision-makers
Business Owner:
- Aged 35 plus
- Children of school age – typically being privately educated
- Homeowner
- Business established five years +
- 1-4 shareholding directors
- Turnover £½m - £10m
- 5-50 employees
- Would like more holidays
- Their financial affairs could be better organised
- Would like to increase after-tax income
- Wish they had more time
- Can’t talk to anyone confidentially about personal finances
- Would like to know how to exit from their business
- Would like to know how to pass on their wealth
- Would love to find a financial adviser they could trust
- Decision-makers
Trust:
- Trustees
- Solicitors
- Would like Investment reviewed regularly
- Require an Investment policy statement
- Tax planning
- Someone they can trust
- Fee based service
If you need advice, please call us on 01935 813322 or email info@ffp.org.uk for a friendly chat about your own personal circumstances.