We aim to provide all clients with clear financial direction. This is achieved by having a full understanding of your current financial position, your objectives and identified needs. Our aim to provide suitable solutions that will reduce future barriers to these objectives and maximise the opportunities for achieving your goals.
Financial planning can be complicated, as you have short, medium and long term needs to consider. Professional Assured aims to make the advice process simple and stress free, and will provide you with the direction required to ensure you fully understand your financial situation and the path we are taking.
We call on our knowledge and decades of experience to share our intellectual capital with you. Where you choose to proceed to implementation, we promise accurate introduction of the strategy. Where you have asked for us to help with investments, we incorporate strategic and investment research. For our ongoing service clients, we offer ongoing advice and stewardship.
Our areas of specialism include at retirement planning, portfolio placement, and targeted funding towards a financial goal or goals.
‘The Only Source of Knowledge is Experience’
Albert Einstein.
As independent financial advisers, we can help with a range of planning needs, such as:
- Retirement Planning
- Retirement Income
- Savings
- Investments
- ISAs
- Inheritance Tax Planning
- Financial Protection
- Executive Benefits
- Employee Benefits
- Automatic Enrolment
- Cash Flow Modelling
- School Fees Planning
We recognise that everybody’s financial planning needs are different, and therefore offer a bespoke service to all of our clients.
The Financial Conduct Authority does not regulate tax advice.
Our client benefits
- Access to Independent Financial Advice.
- A combination of knowledge and decades of experience.
- The ongoing training, maintenance and development of adviser knowledge to keep up with complex issues.
- Assistance with fundamental tax planning.
- The selection of appropriate products (where applicable).
- Construction of a suitable strategy - 'the plan'.
- Helping you avoid mistakes.
- Advice liaison with third party professionals.
- Trust and peace of mind.
- A guiding hand.
- Simplifying complicated.
- Removing, not adding hassle.
- Dealing with poor service givers to reduce your stress.
- Making your financial life easier.
- Enthusiasm.
- Enjoyment.