We are an award winning financial advice company specialising in financial planning.
My name is Marc Burman and I am a partner at Foster Denovo.
The key part of the planning process is to understand what is most important to my clients and what they are seeking to achieve. Whether it is a retirement to look forward to, helping children on the property ladder or inheritance tax planning.
I will first establish the clients current financial position, before modelling different scenarios as to how their financial objectives can be met.
This is very much an interactive approach which models different 'what if' scenarios- such as 'what if I just worked three days a week' or 'what if we give the children a deposit for a flat'.
I operate a simplistic approach to planning which helps my clients understand where they are financially and empowers them to make those important financial decisions with confidence.
We help clients identify their financial objectives and demonstrate using smart financial planning software how the financial goals can be achieved.
Hurstwood Road, LONDON, NW3 5NB
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.