Financial planning
Financial planning is about advising our client on how to achieve financial independence. Our main focus is to help our client with the creation and preservation of wealth, and in the process to protect the family in the event that things don’t go according to plan. We appreciate that each person’s requirements are different and their financial needs may vary as follows:
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Acquiring your own home -
Investing in Property (at home and abroad)
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Protecting your family against the unforeseen
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Protecting your main asset – your income
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Providing for your children’s education
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Developing your business
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Providing for your retirement
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Investing acquired wealth
Farnham Financial Services offers a professional financial planning advisory service to assist the client to achieve their financial objectives in a tax efficient manner. We offer advice on a wide range of products, to include:
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Retirement planning: Your state pension will provide you with a basic level of income in retirement, should you qualify. However, due to an increase in life expectancy, the phased increase of the state pension to age 68 and the requirement for a similar standard of living in retirement, the need for additional pension planning has never been more important.
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Protection: Protection is a key part of any financial plan. While most of us take our good health for granted, it is vital that we plan for the unexpected and ensure that your family are provided for in the event of ill health or untimely death. At Farnham Financial Services we provide expert advice on all protection products to include: Life cover, Serious Illness Cover and Income Protection.
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Savings & Investments: At Farnham Financial Services we will look after all your savings and investment needs, whether it be a lump sum investment or regular savings.
If you have any queries please contact us today and we will assist you in any way we can.