David Howard Financial Planning Limited offers purely fee based financial planning giving truly unbiased and bespoke advice. Our refreshing approach is based on understanding your circumstances, lifestyle objectives and financial needs.
Our initial one hour meeting is held at our expense, is exploratory and gives us the opportunity to meet you and importantly for you to meet us. Working with David Howard Partners we will tailor our advice to suit your individual circumstances by drawing up a plan focused on achieving those aims.
Life brings along unplanned events and professional financial planning is important to help you consider how to protect and secure you and your family against uncertainties like sickness and death. You work extremely hard for your money, so it is vitally important to make sure that it is invested well, in a tax efficient way. Proper consideration should be given to balancing funds for family needs, enjoyment, purchase of assets, and retirement. Where you place your money can have a dramatic effect on preservation of wealth.
At dhfp we are skilled in helping you giving you piece of mind, security as well as helping you grow your assets through your own life and preserve for future generations.
- Wealth Management
- Investment Management Service
- Pre and Post Retirement Planning
- Corporate benefits and Key Employee
- Remuneration Strategies
- IHT and Estate Planning
- Taxation Mitigation Strategies
- Holistic Financial Planning
Please contact Us for a free consultation and assessment of your financial planning requirements.
Or download our free Financial Planning Factsheets and Information, containing more indepth details on enrolling the services of financial planners, pensions investments, inheritance tax and corporate benefits.
David Howard Financial Planning Limited is an appointed representative of Reef Financial Limited which is authorised and regulated by the Financial Conduct Authority, Financial Services Register No. 451784.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk