We believe good financial planning is about establishing your short, medium and long-term goals and creating a road map to achieving them. It is about being in control of your finances rather than letting your finances control you. We blend leading-edge technology with professional advice from our highly qualified consultants to provide a premium experience.
To discuss our financial planning service, please contact us to arrange a meeting, with no obligation or cost to you. We consider your circumstances and aims, then help you put in place a roadmap for the future, which is your financial plan. We aim to provide a successful investment experience, with a strategy based on the science of capital markets.
With the use of leading edge financial planning technology, we can show you the possible impact of potential decisions on future finances.
To discuss our financial planning service, please contact us to arrange a meeting, with no obligation or cost to you. We consider your circumstances and aims, then help you put in place a roadmap for the future, which is your financial plan. We aim to provide a successful investment experience, with a strategy based on the science of capital markets.
With the use of leading edge financial planning technology, we can show you the possible impact of potential decisions on future finances.
Services
Church's offers a financial planning service, which is tailored to take into account the personal and unique needs of our clients.
We take the time to explore and understand what is important for our clients and to then establish their current and future lifestyle needs.
We build a plan and an ongoing strategy for our clients to achieve their desired lifestyle.
It is important to ensure our clients' plans can stay on track and we will review the planning on an ongoing basis, adapting the plan to changes that will happen on a regular basis.
We take the time to explore and understand what is important for our clients and to then establish their current and future lifestyle needs.
We build a plan and an ongoing strategy for our clients to achieve their desired lifestyle.
It is important to ensure our clients' plans can stay on track and we will review the planning on an ongoing basis, adapting the plan to changes that will happen on a regular basis.
Mark is the Managing Director of the company and has been in financial services for over thirty years.
He became an Independent Financial Adviser in 1984 when he joined John Charcol (Knightsbridge).
Independent Financial Adviser at Haines Watts Financial Services (Chartered Accountants) 1988 - 1993.
John has worked in financial services since 1980, joining Church's in 1998 as an Independent Financial Adviser.
He is responsible for providing financial planning advice to our private and corporate clients and their employees.
He became an Independent Financial Adviser in 1984 when he joined John Charcol (Knightsbridge).
Independent Financial Adviser at Haines Watts Financial Services (Chartered Accountants) 1988 - 1993.
John has worked in financial services since 1980, joining Church's in 1998 as an Independent Financial Adviser.
He is responsible for providing financial planning advice to our private and corporate clients and their employees.
Reviews
Be the first to review Church's Financial Planning.
Write a Review