Helping To Plan For Your Future
At AKC Independent Financial Advisers Ltd (AKCIFA) we believe strongly that having a financial plan for the future, either for your business, personal or both; it allows you to be confident and secure about your financial objectives. We approach financial advice with a real world view that change is an inevitable part of life. So while you may come to us for specific advice we will always take time to look at your bigger financial picture.
How We Will Work With You

Initial Consultation
Introduction
Identify and agree objectives
Information gathering
Assess attitude to investment risk
Agree remuneration
Agree next steps

Advice
Assess objectives
Review existing plans
Research new plans
Devise solutions to achieve objectives
Make recommendations

Implementation
Agree action plan
Complete and process paperwork
Issue of documentation

Ongoing Service
Annual Review
Periodic valuations and client contact
Review financial plans, objectives and goals
Our Services

Personal Financial Services
