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Comprehensive Financial Planning
The Warwick Butchart Financial Planning Service helps you get organised to achieve your goals. We look in detail at your arrangements as a whole, then pull together and co-ordinate the resources you need to achieve your objectives. Ensuring that your financial planning goals are met can help you save and make money, protect yourself, your family, or business and maintain your standard of living, no matter what may occur. This is an in-depth bespoke financial planning service, individually tailored for each client. Regular reviews keep our clients well informed and on-track to achieve their goals.
Please click on the Adobe Acrobat link below to open our financial planning information sheet headed "People don't plan to fail - they just fail to plan".
Financial Planning information sheet
We have a considerable amount of experience and technical knowledge, and if you read about us you will see that our Directors are Members of the Institute of Financial Planning.
We regularly work with clients’ accountants, solicitors, and stockbrokers. This can maximise the return on capital, produce an overall tax strategy, protect clients’ families from Inheritance Tax and ensure financial security for dependants.
As independent investment and financial planners, we offer our clients the choice of paying for our services by fees, by commission or product charge, or by a combination of commission and fee. Documents are available on the "Key facts about our services" and "Key facts about the costs of our services".
Please contact us for more information, or return to our services page.