Integrated Wealth Management
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Fell Financial Planning is a trading style of IWM Group. The Fell stitch is the final stitch on a bolt of hand woven tweed or tapestry, it ties the fabric together. Modern life can pull the threads of your finances in conflicting directions between what you want, what you need, and what you can actually afford. We here at Fell Financial Planning want to help you untangle these conflicting desires so you can know, with clarity, that you can afford to ensure your needs are met and furthermore, how to make your position work for you to obtain the things you want. Traditionally, tapestries tell stories and in this way every choice you make adds to the tapestry of your life. Whether it's the big picture or a small detail, we want to help you create the tapestry of your life and fortify the story you want to tell. If you are: -a financial delegator -committed to developing a long-term plan -enthusiastic about your future success and goals -happy to share and explore new ideas -working towards a lifestyle change or early retirement -already retired We can help you.
“Planning is bringing the Future into the Present so that you can do something about it now.” – Alan Lakin
Words and figures can be confusing. Trying to picture the actual outcome can be difficult without various aids, and trying to put future concepts into current terms can be an ominous prospect.
This is why we believe that the ability to see a Lifetime Cashflow Model (based upon Your Financial Roadmap) is one of the biggest benefits we can give our clients.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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