Financial planning for individuals

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.

Tax advantages mentioned are dependent on individual circumstances and may be subject to change in the future.

Some aspects of tax planning advice are not regulated by the Financial Services Authority.

Financial planning for individuals

Ashcourt Rowan Financial Planning Limited

How can Financial Planning help?

Financial Planning helps you prepare the way forward for a healthy financial future. It involves assessing what’s most important to you in life – identifying your goals – then working out how to achieve those aims by planning your finances accordingly. By doing this, you can reduce the stress involved in managing your money, be in control of your finances, and make more effective financial decisions.

We believe that the creation of a personal financial plan can be truly empowering. From tax planning advice and mitigation to protection, savings and investments and retirement planning – our financial planning experts can gather the right information to help you make the best decisions.

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Steve Richards has been our financial adviser for more than 20 years. During this time we have had every confidence in his investment skills, which have always worked to our advantage, as well as fitting in with the parameters we have set. He has always made himself available whenever we've needed to contact him. We have had no hesitation in recommending him to family and friends.

B Hodgson

August 2011