As an Independent Financial Planner, I provide a highly personalised service to individuals, business owners, and their families, focusing on life planning that includes retirement, tax, estate and cashflow planning.
Our service provides a personalised year by years cashflow analysis incorporating your pensions, investment incomes, rentals, state benefits, potential inheritances - the list is endless,
We offer fiduciary services where we act for the client only and not any investment or product provider. We charge fixed fee only agreed at outset with our clients.
By providing bespoke Life Planning to individuals and couples this then allows them to fully understand their numbers and what 'Enough' actually means.
Our service is totally focused on the client(s), rather than their money. There is no product talk or sales.
We help client(s) live the life they truly desire, and break down the barriers to provide guidance to ensure these dreams, aspirations, goals can be achieved.
We help you understand what is important to you now and in the future plus how your financial life journey may look.
Life is a journey and without a plan, there is no destination. Don't leave your life to chance. We all know life throws challenges at us, but I am here to help ensure your dreams and aspirations stay in focus. Plus should life throw a stone into your calm waters we are there to help guide you through those tough times also.
This is a partnership, with my focus on ensuring you can live your best life possible, whatever you aspire or dream that to be.
Give us a call today for an informal chat and see how we can help you.
Company Details
- Founded
- -
- Address
- 5 The Dingle, Heapey,england Pr6 9az,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pecuniaFP.com
- Keywords
- Financial Planning, Retirement Planning, Wealth Strategies, Inheritance Tax, cashflow forecasting, Long Term Care, Tax Planning.
- HQ
- Heapey, England
Pecunia Financial Planning Ltd Questions
Pecunia Financial Planning Ltd's website is http://www.pecuniaFP.com
Pecunia Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/pecunia-financial-planning-ltd
Pecunia Financial Planning Ltd's industry is
Financial Services
Pecunia Financial Planning Ltd's top competitors are
The Financial Roadmap,
Scale-Ability Ltd,
Watchman Wealth Management Ltd.,
Wix,
Buy Women Built,
Minerva Money Management.
Pecunia Financial Planning Ltd's categories are Financial Services
Pecunia Financial Planning Ltd's founding year is 2024
