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‘If
you fail to plan you are planning to fail’
Benjamin Franklin
So, what do we bring to the table and why should you trust us with your financial planning? Let us spell it out for you:
M – We’re Meticulous in every detail in the safe and secure handling of your financial affairs.
E – We’re Ethical in all our dealings, working with professional and personal integrity.
T – We’re Timely in our actions, analysing the markets, striving to stay ahead of the curve.
H – We’re Honest, operating in an open and transparent fashion, keeping you fully informed of where your money is invested and why.
O – We’re here to Optimise your assets over the short, medium and long term, utilising our experience, skills and nous to best serve your changing requirements.
D – We’re Dedicated to Delivering the best possible advice on your financial health.
Martin
is the mainstay – the driving force behind Method Financial Planning – highly qualified to help
navigate you through turbulent fiscal waters in times of global economic
uncertainty.
Not
only is he a consummate professional – placing the emphasis on clear
communications with minimal jargon – he’s also a very personable individual
with a genuine interest in the wellbeing of his clients.
It’s
not a cliché when he says he loves getting to know his clients and clearly understanding
their ambitions, goals and concerns. This way he can truly fashion unique financial
plans for each individuals and families.
He
holds Advanced Diploma in Financial Planning from the Chartered Insurance
Institute (CII) rewarding him with Chartered Independent Financial Adviser
status.
In
a nutshell, he’s the man for you!
Probably the most common question to be asked, it depends a lot on your situation, wants and needs. We have to understand you and then match up your assets (not just pensions) to understand how to make sure you never run out of money.
There are no ties with products or platforms which can be used, meaning that the best products and strategies can be utilised for your with no compromise.
This is a meeting for both of us to understand one-another, you need to be sure you are confident and happy with ideas and I need to make sure that I can offer value to your life.
You may be starting your journey in to financial awareness and need to protect your family, you may be wanting to build up your provisions for retirement or considering retirement with what you already have. You may just want to leave as much to your family as possible when you’re not here. Different people have different needs but Method Financial Planning can cater for every part of the financial life-cycle.
More often than not we meet face-to-face and I can visit you at your home, it is important to see if someone is being honest and trustworthy in person when discussing finance. However, for convenience we can also do video meetings if preferred.
Fees are charged based on the complexity of the advice, but importantly these fees are transparent and clear before any commitment is made.
