Step-By-Step Financial Planners Ltd
We are a Chartered Financial Planner firm and our aim is to deliver a personal, tailored service.
We take great pride in the high level of service we provide to our private and corporate clients.We obtain the majority of our new clients through referral to us from existing clients or from our professional partners (e.g. solicitor and accountancy firms), which is testament to the first class professional service we provide.
In addition to providing advice on all the standard areas of financial planning such as pensions, savings and investments, protection and mortgages, we are also qualified to provide specialist advice in more complex areas including pension guidance in divorce, trust investments, inheritance tax planning and long-term care planning.
An initial consultation at your home or place of work, to determine how our services may be of value to you, is without cost or obligation.
“The level of service delivered is rare in today’s world.” – David & Nina Brown