Bringing Harmony to your Financial Plannning
Like a well orchestrated concerto, financial planning should be well balanced, thoughtful and harmonious.
Anything that is worth achieving takes time.
A good financial plan takes great care to construct, it brings together your aims and objectives with your current and potential resources, your current income needs with your expenditure and your tolerance for risk. Add to this the knowledge and instincts of an experienced professional who can be both challenging and reassuring.
Why do you need a plan?
We all need to plan, leave home at the start of a journey and you need to know your destination, the best route to get there, the distance and time of travel and the expected time of arrival. Planning how you are going to pay for all the things you want in life is vastly more important.
How is advice charged?
The firm is fee-based, which means that any advice is normally charged on an hourly rate, ensuring that our advice is unbiased and specific to your needs.
Please view our fee structure here and ask for a copy of our Terms of Business.
We offer a no-charge initial meeting.
We believe that financial planning advice is personal and you must be comfortable with your adviser.
We, therefore, offer a free initial meeting for you to decide.
You can telephone us on 0117 344 5664 or use our contact form
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Oliff Associates
is authorised and regulated by the Financial Services Authority
