Molyneu(x)

Financial Planning

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Services

We work with clients to identify, achieve and then maintain their desired current and future lifestyle.

We place special emphasis on planning to ensure clients can enjoy their life without the fear of running out of money and on timely succession planning to enable as much wealth as possible to be passed to their chosen beneficiaries.

We frequently work with clients’ other professional advisers such as accountants, solicitors and stockbrokers in order to provide ‘joined up’ financial solutions to support clients’ chosen lifestyles and objectives.

We work on time-based fees. As each client’s circumstances are different, the cost of advice is discussed and agreed at the end of our first meeting.

Working with Molyneux Financial Planning enables us to construct investment portfolios to better support our clients’ needs and expectations. It is an extremely valuable service. P. Greenman. Director, Charles Stanley Stockbrokers