John Fachiri Ltd Chartered Financial Planners
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
10 The Pipers, Heswall, Merseyside, Wirral, CH60 9LL
John Fachiri has advised on financial planning since 1987 after having worked as an accountant for ten years. John is a Chartered Financial Planner as well as a Certified Financial Planner, which is an internationally recognised qualification. His experience is with both individual and corporate needs. John Fachiri is a Director of John Fachiri Ltd Chartered Financial Planners.
Our aim is to ensure that advice is never provided in isolation. We consider how any one piece of advice can affect another planning area.
Our understanding of individual goals and objectives comes through the use of our unique lifetime cash flow analysis, helping our clients focus on what is really important to them. We then create a personal financial plan with a range of specific recommendations for various scenarios.
We believe that it is crucial to regularly monitor and review the financial plan to ensure that goals and objectives are being achieved.
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