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 Financial Advice Ltd has a network of advisers with a wealth of experience which allows any adviser to call on other specialists if required.
Falcon Financial Advice Ltd has advisers 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 Financial Advice Ltd 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.