Bradford House, Bradford Road, Sherborne, Dorset, DT9 6BP
We are specialist, independent financial planners who are highly qualified, good listeners and trustworthy. We take the time to understand your unique goals, clarify objectives, ensure plans are implemented and monitor the progress.
We aim to establish long term relationships with all clients to help them create a plan for them and their family’s future.
Financial planning is a dynamic process. Your financial goals may change over the years due to changes in your lifestyle or circumstances, such as an inheritance, marriage, birth, house purchase or change of job status. All our clients have a minimum of one annual review meeting each year and know they can contact us at anytime throughout the year.
FFP’s service allows clients to see, visually, where they are heading financially. Our objective is to provide clients with the information they need so that decisions can be made simply and without complexity. We look to provide our clients with peace of mind, confidence and reassurance and we always remember that it’s your life, your money and your future.
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