Estate planning is the process of managing our clients’ investments and pensions throughout their lives whilst also planning the transfer of ownership after death to in order to minimise all taxes including Inheritance Tax.
Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully
I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.
Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.
Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.
Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.
© The Financial Planning Practice 2020. The Financial Planning Practice is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 186705. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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