Here at North West Financial Planning Ltd we believe in building and maintaining a long-term trusted relationship with our clients. Our philosophy is that by providing high quality personalised advice, coupled to the highest standards of integrity and excellence, this in turn gives you the client, total peace of mind.
Our family run company has been structured to ensure that it delivers a full Financial Planning Service to a select group of clients. These clients include private Individuals and small to medium sized business owners, who need our involvement on a more regular basis.
We ensure that our Services provide our Clients with a clear picture of their present situation, along with a focus on the actions required to reach or maintain their desired goals in the future. We also firmly believe that working with our Clients’ Accountants and Solicitors has proved essential in allowing us to deliver a more rounded and fully comprehensive service.
Our company has no retail outlet and we do not use expensive marketing campaigns. We rely on word of mouth from satisfied clients to maintain our excellent business reputation, and because we have low overheads and costs, we can charge competitive fees to our clients. We can also offer our initial consultation at our own expense, and we agree our fees with you before we undertake any work for you.
If you would like to discuss any of these points further, or if you have already decided that you would like our advice and services, please do not hesitate to contact us for your free initial discussion. At this meeting we will discuss your goals and how you can achieve them with our personalised and professional advice and support.