Personal Financial Planning
Before any advice can be given it is crucial that your adviser spends time getting to know your current financial position and your aspirations for the future. Our approach is holistic and commences with the adviser collating all the information possible; this is used to help formulate a suitable financial plan.
The initial appointment is usually without charge after which a full explanation of costs will be put in writing.
All our advisers are professionally qualified and are obliged to maintain continuous professional development. These days advisers often specialise in certain areas, however Falcon has a large network of advisers with a wealth of experience which allows any adviser to call on other specialists if required.
Falcon Group has departments specialising in the following areas:-
- Investment advice and management
- Pensions and retirement options
- Mortgages and commercial finance
- Life assurance and benefits
- Tax mitigation
- Savings
For mortgage advice you can choose how we are paid: pay a fee, usually £500, or we can accept commission from the lender.
Our clients benefit from having an entirely personal service backed by one of the UK's leading independent financial services groups. Falcon Group is entirely independent and can choose from over 30,000 products available in the market today. All our advisers are supported by state of the art technology which is crucial when selecting the most appropriate products.
Falcon Group is authorised and regulated by the Financial Services Authority (FSA), and is bound by its rules. Falcon Group is an independent financial adviser - whole of market which means that it has no ties or allegiances to any product provider.
The firm is unique in that its risk management department checks every file to ensure that the advice given is appropriate and meets the client?s objectives based on the information provided.