Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJContact us
Financial Planning - For a number of years our advice has been aided by the use of sophisticated lifetime cash flow software with clients to run a number of scenarios to aid planning and decision making. There is no requirement to transact financial products with Faron Partnership. We are happy to be retained solely for a financial planning exercise and for reviews of existing financial arrangements. There is no requirement for you to invest with us. Regulated Advice Focus - Over the years the primary focus for clients has been pensions, investments and estate planning. The pensions planning side of things incorporates private arrangements during the accumulation and drawdown phases using Personal Pensions, Self-Invested Pension, Small Self-Administered schemes and corporate pensions up to a maximum size of 750 members. Investments can be traditional planning investments like unit trusts and ISAs and for certain clients with specific tax needs Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and investments in trust for estate planning. EIS and VCT are specifically for certified high net worth sophisticated investors.
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