Are you in the dark about your finances?
Everyone has realistic concerns and questions about their finances.
"How much do I have?"
"What will happen in the future?"
"How long will it last?"
"Can I retire early?"
"Will I be able to do what I want when I retire?"
Forbes Lawson are here to provide you with answers to all these questions and produce your financial plan which will be monitored and adjusted annually.
Through accurate financial planning our team will give you the vital information you need to make decisions in your life now and in the future.
We will be with you through every stage of your life as it evolves and grows, providing you with the knowledge and the peace of mind that you are in control of your financial future.
"The recommendations made to us were straightforward (and there wasn’t any pressure to buy in to something we didn’t want – or need).
The whole process was an honest assessment for us. Because we included all of our future intentions and made the necessary adjustments, it also left us feeling confident and comfortable that we can enjoy the future we want without having to worry about whether we can actually afford to grow old. What really surprised us though was that we had never looked at money in this way and we realized that you don’t need a fortune to do what you want."
“Control, Clarity, Confidence…………Our clients are able to take control of their lives using a clear concise plan to achieve their lifestyle goals, confident that they are being looked after every step of the way.
We pride ourselves in providing a truly bespoke service supported by a team of friendly and professional people.
These are set out in full in our Client Service Agreement and are summarised in our memoranda ‘keyfacts about our services’ and ‘keyfacts about the cost of our services’. Copies are available on request.
We offer two payment options with a summary that compares them: ‘Paying by fee’ and ‘Paying by a combination of commission and fee’. Our service is the same whichever option is chosen.
As a leading fee based financial planner we charge fair and transparent fees, similar to other professional advisers such as lawyers and accountants. We do not earn commissions, either initial or trail, from selling products if the fee option is the preferred route and so clients can be assured that all advice is given solely in their best interests. The fees charged are not linked to the amount you may have to invest but reflective of the financial planning advice required.
An initial discussion with Forbes Lawson, the cost of which is met by us will determine the most appropriate route for our clients with no charges accruing until you have agreed this with us.
The benefits of our planning advice far outweigh the cost.
