Independent Financial Planning Advice

Financial Planning advice in Richmond, Surrey

Intelligent Financial Planning Advice

At Tower Hill Associates, we take a lot of pride in the financial planning advice we offer. Rather than simply giving you options from a range of different financial services providers, we prepare a personal ‘route map’, showing where you are today and what action you need to take to achieve your financial objectives.

To ensure the financial plan we develop for you is as effective as possible, it covers your whole financial situation and is developed and maintained in six distinct stages:

Tower Hill Associates will listen and understand

Firstly, we seek to understand you as a person and your aspirations. What do you want out of life? What do you want for your family? What level of risk are you prepared to take? Questions such as these are important because the answers will guide us to the next step.

Discovering what you really want from your finances

By digging deeper, we find out the precise details of your current financial position, so that we have a firm starting point from which to develop and enhance your finances.

Careful Financial Analysis

Analysing your current financial situation, including your investment portfolio, your mortgage, your life policies and your pensions allows us to see the strengths and areas of potential improvement. This will give us a clear idea on how we can help you achieve your financial objectives.

Customised Financial Reporting

The resultant financial planning report sets out where you are now, where you want to be – and what you need to do to get there. Easy to understand and using the minimum of jargon, it can then be fine-tuned in discussion with you.

Implementation and Action

Your financial planning report will contain an action plan that, if implemented and subsequently reviewed on a regular basis, will assist you to achieve your financial objectives.

Reviewing your financial performance

Circumstances change, new legislation is implemented and markets rarely stand still, so your financial plan will need to be reviewed and updated to remain consistent with your long term goals.

To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379

Becoming a client

See our free no-obligation
4 steps to becoming a client
and our transparent fees

Click Here »
Read Our Blog Blog
The Latest From Tower Hill
   
Tower Hill In The News Investment Videos
Industry Expert Analysis
   
Contact Tower Hill Associates Contact us
Talk to us today
VouchedFor rating and reviews for John Lang, IFA Richmond

Watch our latest video
for more about us and our service.

Latest Blog

  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

Links / Search