HOLISTIC FINANCIAL PLANNING

Robin Keyte is a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNER CM, offering an holistic financial planning service that is designed to:

• Help you to establish where you are at the present time, both in terms of your financial position and other related circumstances, and to identify where you want to get to in the future (your objectives / aspirations).

• Assess what might realistically be achievable, and any related risks (so that reasonable expectations are held).

• Develop a plan that will help you to get there.

• Deal with any actions points arising from the plan. Where this relates to the arrangement of any financial services transactions, these will be done on a fee basis with financial advice.

• Review the plan, your financial position and your objectives periodically (normally once a year).

When we talk about financial plans, we do not mean lengthy actions plans but rather a number of central objectives or ideas that continually evolve through ever changing personal, economic and political circumstances.

Robin also offers money coaching on request as an additional option under his financial planning service for clients that wish to improve their financial capability and actively engage with their finances. This may be useful if you have never before had to deal with financial matters, and are suddenly confronted with having to do so. Circumstances leading to such a situation might be, for instance, bereavement, divorce, inheritance or becoming an attorney or trustee.

Our charges are based on an hourly rate which is listed in the Key Facts document titled 'About our services and costs'.

Click here for our financial planning enquiry form.