We are very pleased to announce the formation of FD Financial Planning. This is a joint venture arrangement with Cheetham Jackson, Financial Planners based in Chorley, whom we have known and worked with for many years. Like us, they understand the importance of the trust and high service delivery that are necessary to support a long lasting client relationship.
There have been many positive changes in the financial services industry in the last few years, ensuring that the client’s need remains the focus of any long term planning. We therefore believe it is important to offer our clients a broader service than just the traditional accounting practices and by doing this extend the personal and business planning horizons.
Many of us have been working hard, spending our working lives raising our families, paying off our mortgages, and trying to save for later years. As a result we have often been too busy to plan for our futures. A simple, effective financial plan can help achieve a happy, successful, enjoyable retirement and remove the fear of financial stress in retirement. This will be done by offering excellent advice to deliver a long term approach in the areas of Retirement Planning, Pensions, ISAs, Investments and Protection. To book a free planning review call our office on 01772 883881.
FD Financial Planning is a trading style of Cheetham Jackson JV LLP who is an appointed representative of Cheetham Jackson Ltd who are authorised and regulated by the Financial Conduct Authority (FCA).