01200 411 955 | info@proplanfa.co.uk
We are committed to providing first-class, truly independent financial advice that results in lasting solutions for individuals and businesses alike.
Our core values are based on our expertise, service and integrity. They define how we run our business and how we treat you as a client. We ensure the product providers we recommend also share our vision and values.
Expertise
Our expert financial planners will use their skill, knowledge and experience to help you achieve your goals and identify potential opportunities whilst minimising cost, tax and exposure to risk.
We understand that our clients rely on us to make life-changing decisions. That’s why we ensure our training goes above and beyond. By regularly attending industry events, carrying out in depth market research and immersing ourselves in the financial services sector, our team ensure they have the skills and knowledge to deliver high quality financial planning advice.
Building Relationships
ProPlan Financial Advice Limited deliver a proactive, personalized service that aims to exceed expectations. You will receive face-to-face, discreet and bespoke financial advice from a dedicated, highly experienced member of our team who will be your main point of contact and on hand to respond to you personally and promptly. We will ensure you are always kept fully informed.
Integrity
We understand that allowing someone else knowledge of your finances and ambitions is not easy and requires a huge amount of trust. We respect this level of trust by upholding the highest levels of integrity into our business.
This means:
- A clear, transparent and fairly priced charging structure with no hidden, bundled or surprise fees.
- Protecting your assets. While we cannot offer protection against your investments under-performing, it is important to us that your money is protected should anything happen to those managing it. We undertake high levels of due diligence, continually monitoring the financial strength and service levels of the companies we deal with on your behalf. We keep your details confidential, only sharing with those we have to.
- Providing solutions that are in your best interests, not ours. This means maintaining a high level of independence and recommending solutions that are right for you. High levels of internal compliance help to back this up.