Forty One Consulting Ltd
In today's fast moving financial markets you need someone working on your behalf to ensure that you get the best out of all aspects of your financial activities. This is true whether you are a wealthy investor, saving up for something special, looking after your family or planning for retirement. At Forty One Consulting, we are highly experienced in helping our clients to plan for the unexpected, as well as working towards their personal financial goals. We aim to help you achieve your aspirations – like you would with any journey, adjusting along the way where necessary.
We are a firm of Chartered Independent Financial Planners and our responsibility is towards you as a client, ensuring the most appropriate solutions for you personally. We are able to evaluate your needs and provide products and services from the entire UK financial services market, ensuring your interests are paramount. We can help you by: Taking time to gather in-depth research of your needs; Undertaking detailed research relating to potential solutions; Spending time to bring these two aspects together; Creating a personal action plan for you; Implementing those proposals and Monitoring outcomes on an ongoing basis and re-adjusting as necessary. How we work Putting you at the heart of our business is a natural product of the advice process we follow. This is designed to identify your needs and then plan how they can be met from whatever quarter. We take a Holistic approach that builds on what we learn about you giving you confidence that your financial needs will be met. The advice process Every client is treated individually and we make a commitment to invest our time in finding out as much as we can about your aims, resources and attitudes before making any recommendations. We follow a structured process in order to ensure that you receive the best possible service from us.
Address: Suite 104, Innovation Centre, Innovation Way, Heslington, York YO10 5DG, United Kingdom
Phone: +44 1904 234 041
FAX: +44 1904 435 135
