Molyneu(x)

Financial Planning

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The Process

We offer potential clients a no obligation initial meeting where we outline the features, benefits and costs of our service. We also gather sufficient information to establish whether the MFP service is appropriate for them and likely to offer them value for money.

On becoming an MFP client we will work together to produce a financial plan. Plans are comprehensive and take into consideration; current and anticipated income and expenditure; asset ownership; taxation; attitudes to risk; aspirations for retirement; provision for later life care and estate/succession planning.

We help clients to implement their plan and to keep it up to date in line with changing circumstances. Dates for review meetings are agreed at the previous meeting. This helps maximise the likelihood of ‘staying on track’ to achieve financial objectives.

You have provided over and above what one would expect from a Financial Adviser. Mrs C.L. Exeter