Financial planning

Achieve your financial goals

Effective financial planning will protect you now, and in the future, and prepare you for whatever lies ahead. We take time to thoroughly understand your short, medium and long term goals and will develop a financial plan to help you to achieve these.

What is a financial plan?

Your financial plan is like your travel itinerary. It factors in where you want to get to and the places you want to visit along the way. Our job is to help you reach each destination at the right time in your life. We will research the best ways to get to each of your destinations and together we’ll revisit your itinerary on a regular basis in case your plans change along the way or take an unexpected detour. We’ll also take care of the smaller details like protecting your journey and ensuring you make the most of your money.

Getting from A to B

Products like pensions and investments act as your modes of transport that help you to get from one place to another in your life. There are lots of options available, some get you to your destination faster than others but may cost more or have slightly higher risk associated to them, whilst other methods are slow and steady.

Making the most of your money

Like any good journey you embark on, you want to maximise your spending money. Effective tax planning does just this and ensures you obtain as much of your wealth as possible, leaving you more to pass on to the next generation.

Protecting your journey

Finally, no matter how well you plan your ‘great adventure’, the unexpected can still happen and the road ahead may get bumpy. Good financial planning will ensure your whole journey isn’t thrown off track and will put appropriate protection policies in place to help you continue to the next stage with minimal disruption.

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits