Services

We offer a range of financial planning solutions to private individuals, trustees, accountants and solicitors.

If you require a comprehensive evaluation of your finances, with your financial future planned then our LifePath service might be of interest. This is our comprehensive financial planning service that will delve into your your long term financial objectives, attitude to investment risk and current provisions.  We will create a detailed financial plan that will provide you with the road map for your finances. We will meet with you regularly to review your progress towards your goals and amend your plan as your circumstances change.

Should you only wish to look at one or two areas of your finances in isolation then FocusPath is the service for you. Whether you need to review your life cover, start saving for retirement or analyse your Inheritance Tax liability, FocusPath will deliver specific, targeted recommendations for you.

There is a high level of convergence in solicitor, IFA and accountant activities particularly in areas such as trust and estate planning, pension and divorce settlements. Clients can benefit greatly from a team approach utilising the expertise from each of the professions, which is why we are always keen to work with Accountants and Solicitors for the mutual benefit of all parties.

Our services for trustees ensure the burden of complying with the Trustee Investments Act 2000 is reduced to a manageable level.  We create bespoke Investment Policy Statements that evidence the investment philosophies behind our low cost, risk approporiate passive investment portfolios.

For a chat about how we can help you call us on 01666 861194 or send an email to info@proposito.co.uk

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