We support Financial Planning Week
22-28 November 2010
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Financial Planning

We would be delighted to meet with you in our Wimbledon office. You can contact either of our Independent Financial Advisers, Colette Cook DipPFS, CFP and Nanette Strover CertPFS to arrange a meeting or for further information.

We advise clients on tax and financial planning on a fee basis. Further details on how we do business are included in our Terms of Business.

Please click here to download our Financial Planning Services Terms of Business.

Planning for the future Inheritance Tax Planning Pension Review Personal Financial Planning Personal Tax Planning Retirement Planning

Other Areas Getting to grips with your finances Health Protection House Purchase Investments Life Protection Savings General financial issues

Active Management Fidelity FundsNetwork - Manage your existing Fidelity investment Fidelity FundsNetwork - Online Investment Supermarket

Please click here to download our pre-meeting check list. This form is in Adobe Acrobat format - to download the free Adobe Acrobat Reader, click here.

Contacts :    John Ironmonger FCA    Colette Cook DipPFS, CFP    Nanette Strover CertPFS, MIFP

Authorised and Regulated by the Financial Services Authority.