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Direct Financial Planning (UK) Ltd

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Direct Financial Planning (UK) Ltd

Overview:

We are a firm of financial advisers based in Kent , UK. Taking the appropriate financial advice can not only make you money, it can indeed save you money, protect the things you value in life and prepare you for unknown events that the future may hold.

Having accrued 23 years experience in the financial services industry it is our feeling that by improving our standards of knowledge it enables us to provide the most creative solutions to guide our clients’ along the path of financial advice.

We appreciate that financial advice is a sensitive and important area and the best results are achieved with a high level of understanding in respect of our clients’ objectives and aspirations founded on a long standing trusting relationship

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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