Financial Planning Corporation
Financial Services - Southport, ENG, UK
Financial Planning Corporation Employees
Financial Planning Corporation Details
At the heart of what we do is a simple goal – to help our clients to achieve and maintain financial independence, provide for those who rely on them and live life well. We do that by providing all the financial planning and investment advice they need to secure their future.We have the experience and expertise to meet the needs of all of our clients, whether they are business owners, successful executives or private investors. Our integrated approach ensures that each client's unique personal circumstances and objectives are reflected in all we do. With specialist advice on business exit and succession planning, pensions, retirement planning, estate planning, philanthropy, and managing major changes such as bereavement or divorce, we can address all of their concerns and work across generations within a family to preserve and protect all that they have worked for.With over 30 years experience we have the professional credentials to support our reputation and our independence means we have no products to sell or provider influence. We offer a service not a sale.We have a vested interest in our clients success and work closely with other professional advisers, acting as a co-ordinating force that ensures everyone is focused on what's important – their financial wellbeing!FPC was one of the first financial planning firms in the UK to be awarded Chartered Status in 2008. Regarded as the ‘gold standard' in our sector, Chartered status demonstrates a high standard of professionalism and acts as evidence of our commitment to excellence for our clients, partners and employees.
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