Fresh Perspective Financial Planning Limited
At Fresh Perspective, we want to give you peace of mind through delegating the ongoing management of your financial planning to us, giving you time to focus on what is truly important in your life, be it raising a family, excelling at work, finding time for hobbies, or simply making the most of your spare time.
Fresh Perspective Financial Planning is an Independent, Chartered firm of financial planners. We take our independence seriously as it means we can review the whole market in order to find the best solutions to meet your financial needs. Our independence means that we remain totally unbiased and can always act in your best interests. Our ethos is different to many other financial services firms in that we put our clients at the heart of what we do. Having first gained a clear understanding of your goals, needs and priorities, together with knowledge of your current personal and financial position, we will be able to provide clear strategies and recommendations across all areas of your financial planning. Key areas on which we advise as part of our holistic approach include (click to expand): Financial Planning Wealth Management / Portfolio Management Retirement Planning Tax Planning / Tax Efficient Saving Estate Planning / Inheritance Tax Mitigation School Fees Planning Long-Term Cash Flow Forecasting Protection Planning Charitable Giving
Address: Hartham Park, Corsham, Wiltshire, SN13 0RP, UK
Phone: +44 1249 700402
FAX: +44 1249 431059
