IFA

Define Financial Planning is a firm of Independent Financial Consultants seeking to provide long term financial strategies for our clients. We believe that effective financial planning should be viewed in conjunction with advice given by your accountant and solicitor. Accordingly, we seek to work closely with them.

We are an Independent firm and, as such, will offer you advice sourced from the entire market place rather than being limited to the products of a single provider.

Advisory Services

We provide a full range of independent financial advice to both corporate and private clients. Our role is to help our clients:

• Create substantial capital.
• Preserve and increase the capital they have.
• Produce capital growth and/or provide tax efficient income.
• Protect themselves, their families, business and
• partners against misfortune.

Our specialist knowledge, skills and resources compliment the services that are provided by your other professional advisers.

Our Services include:

• Pension Services
  We advise and manage on both Group and Personal Pension provision.
• Investment management
  Whether clients are investing as an individual, a trustee, a company or charity their requirements and circumstances will be unique.
• Financial Planning
  We can provide solutions for tax and inheritance problems, retirement planning, school fees, family and business protection.

The best way to make contact is to either telephone me on 01737 778309 or 07885 101170, send me an e-mail at simon@defineifa.co.uk, both fast, efficient and saves a tree.