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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

meeting

Initial Consultation

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

planning

Advice

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

consultation

Implementation

Agree action plan
Complete and process paperwork
Issue of documentation

regular catchup

Ongoing Service

Annual Review
Periodic valuations and client contact
Review financial plans, objectives and goals

Our Services

Mortgages, Protection, Life Assurance, Savings, Investments, Pension Planning and Solutions, IHT Planning and Long Term Care Planning.

Personal Financial Services

Mortgages, Protection, Life Assurance, Savings, Investments, Pension Planning and Solutions, IHT Planning and Long Term Care Planning.
Business Pensions, Business Protection, Savings and Investments

Corporate Financial Services

Business Pensions, Business Protection, Savings and Investments