Financial planning for individuals

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.

Tax advantages mentioned are dependent on individual circumstances and may be subject to change in the future.

Some aspects of tax planning advice are not regulated by the Financial Services Authority.

Financial planning for individuals

Ashcourt Rowan Financial Planning Limited

How can Financial Planning help?

Financial Planning helps you prepare the way forward for a healthy financial future. It involves assessing what’s most important to you in life – identifying your goals – then working out how to achieve those aims by planning your finances accordingly. By doing this, you can reduce the stress involved in managing your money, be in control of your finances, and make more effective financial decisions.

We believe that the creation of a personal financial plan can be truly empowering. From tax planning advice and mitigation to protection, savings and investments and retirement planning – our financial planning experts can gather the right information to help you make the best decisions.

Send to a friend

I would like to compliment Mr Malcolm Snook on the courtesy, kindness and respect he has shown my husband and myself on the occasions he has visited us to help us sort out our pensions. He is a skilled communicator and made everything he spoke about in connection with our pensions so easy to understand. He was so much better than the previous financial advisors we have dealt with. We are happy with the outcome and I know that if we need advice at any time, he will deal with it quickly. I have no hesitation in recommending Malcolm to friends and work colleagues.

Mary Walkin

October 2011