Services
Failing to plan is planning to fail. If we were to ask you where you were going on holiday it is very likely that you would be able to tell us exactly where you were going, who you were going with, how you were getting there and your expected itinerary and how great the trip is going to be! You would also be able to tell us the cost and if it was to be funded out of your own funds or via credit!
We can help you with your financial planning so you know exactly where you are going and why. Not just on holiday, but in life!
So rather than looking at your financial planning from a ‘what sort of product, plan, fund or portfolio might be good’ stance we help you look at it from a view of ‘what have I got now, how does this help me, what are my ambitions for the future and are these on track’. If there are gaps or concerns we can work together to see how these might be best addressed.
Personal cash flow analysis is our preferred starting point for anyone interested in planning their finances. Please click here to see our brief video introduction on our approach to this.
The philosophy behind the provision of independent financial advice from Kench & Co Financial Services Ltd can be embodied as follows:
- Our aim is to provide you with a financial strategy based on your objectives and goals
- Our aim is not to sell you products but to give you peace of mind by looking after your financial affairs as if they were our own
We provide advice across a range of areas, some of which are
- Pension Planning
- Investment Planning
- Inheritance Tax Mitigation
- Business Assurance
- Life Assurance and Family Protection
For further details please see our brochure or contact John Rook.
The latest edition of our Quarterly Economic Review can be seen by clicking here.
