Financial planning: up and down the generations
If we could, we’d all like to be able to look after our parents, grandparents, children and even grandchildren, ensuring…
Our dedicated team of specialist business financial advisers and consultants help you to build stronger, more robust businesses. We also understand the financial objectives of a firm are often interlinked with the financial ambitions of the owner so we adopt a holistic approach to our service that can encompass both objectives.
Once again, very impressed with our adviser’s consummate professional approach to financial planning whilst also taking a genuinely empathetic interest in our personal concerns and worries during these turbulent market conditions.Mr & Mrs Hildred
Simon scrupulously does his homework, is 100% au fait with our needs and concerns in relation to market trends and risks . . . a gentleman whose clear honesty and integrity really does shine through.Mr & Mrs Hildred
Many thanks for all your help and for explaining it all so patiently to me.Miss Gutress
Thank you for your efficiency again, in organising the closure of my investment account and the prompt transfer of my money. All being well I shall be the proud owner of a new car on Friday. Let’s hope it lasts 10 years like the other one did!!Ms Callan
We very much value the advice you have given us over the years, and your continuing advice on our financial affairs. [It] has enabled us, we believe, to make the transition into retirement with confidence, knowing that our income would be sufficient for our needs and that our savings would be safely invested, in line with our (low) risk appetite.Mr Boyce
Having a regular stocktake with you, and being able to call on you between times, is reassuring – and is a useful discipline on us to consider financial issues properly, in a timely way, and not consign them to the ‘too difficult’ basket. We very much appreciate the care you take in alerting us to issues relevant to our financial planning and in explaining to us the options, opportunities and risks.Mr Boyce
Allan has been our financial adviser since 2006 and during all that time his help and guidance have been invaluable in keeping the family financial affairs in excellent order. After the sudden death of my husband in 2013 he helped in dealing with the financial affairs of the estate, he worked closely with my solicitor which was a great help to me in what was a very difficult time. Since then Allan has advised both myself and my daughter on all matters financial to such good effect that I have been able to take early retirement and she has been able to travel extensively.Ms Thornton
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Bellpenny has now merged with Independent Financial Advisers Ascot Lloyd and are operating under the Ascot Lloyd brand.
If you have any questions, please contact us on 0345 475 7500.