Call us on 0118 974 0159 or email andy@faronpartnership.co.uk

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OUR SERVICES

We offer a wide range of services that are tailored to your individual circumstances. Using our decades of experience combined with sophisticated modelling software we will help you achieve your financial goals and empower you to enjoy the lifestyle you aspire to in retirement.

Cash flow planning

Lifetime cash flow planning is a key element of our work.

Retirement planning

Peace of mind knowing you can fund the lifestyle you want.

Investment planning

Our investment strategy is based on understanding your needs.

Estate planning

Protect your family and home with an effective strategy.

HOW WE DO IT

1. Let's talk

We’ll get to know you and understand what makes you tick. No two clients are the same.

4. Plan of action

We’ll collate all the information necessary to create a plan of action for your approval.

2. Fact find

We’ll gather all the information we need to ensure we understand your financial circumstances.

5. Implementation

Once you are happy with our recommendations we’ll implement your financial plan.

3. Analysis and modelling

Using our expertise and complex cash flow modelling software, we’ll formulate a plan of action.

6. Regular reviews

We’ll monitor your progress and be as involved as you wish us to be in managing your plan.

WHY CHOOSE US

% QUALIFIED

% INDEPENDENT

% AUTHORISED

% HUMAN

WHAT OUR CLIENTS SAY

Get in touch for a free, no obligation 1-hour consultation meeting

CONTACT US