Plan To Prosper Financial Planning offers comprehensive financial planning encompassing the following key areas:
- Investment advice. We research investments and investment markets and make impartial investment recommendations to our clients.
- Estate planning and asset protection advice. We recommend an appropriate structure for housing investments.
- Cash flow advice. Within our investment recommendations we endeavour to ensure that cash flow needs are met as a priority.
- We then seek capital growth with surplus investment funds.
- Monitor and review our clients investment portfolios on a continuous basis.
- Are available for face- to- face meetings.
- Are available for telephone and email contact at any time.
- Charge no extra fees for our peripheral services
- Make proactive recommendations as financial markets change and as new or valuable investment opportunities become available.
- Flexibility. Investment portfolios are designed to fit client needs and wishes.
- Independence. Our recommended portfolios will change significantly from time to time as circumstances change. We are not beholden to any fund manager and our interests are aligned with our clients needs.
- Track record. We deliver on promises and have many satisfied clients.