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Financial Planning

Financial Planning

When Benjamin Franklin famously said “if you fail to plan, you are planning to fail,” he was probably quoting his financial adviser. After all, good financial planning is the only way to ensure financial security for either your family or your business.

Yet making sense of your finances can be daunting. There are so many things to think about: the numerous tax breaks, the plethora of different investment strategies and products – as well as pension and protection considerations.
Kirk Rice is a leading independent financial adviser based in the Thames Valley. ‘Independent’ means we are not tied to specific products or providers, and for our clients this means unbiased and current financial guidance.

Some of the areas we advise on:

  • Retirement planning
  • Investment planning and model portfolios
  • Estate planning
  • Mortgages
  • Wealth management
  • Business and personal protection
  • Specialist investment and taxation

Click below to view our Free Key Guide

The Key Stages of Financial Planning

 

 


 

Kirk Rice LLP is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). FCA Registration No: 531538.

Kirk Rice LLP is a limited liability partnership registered in England & Wales (Registered Number: OC354936) and having its registered office at The Courtyard, High Street, Ascot, Berkshire, SL5 7HP.

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