Call us on: 01903 770 767

Listening, Understanding, Guiding

Services

At Accord we recognise that all our clients have different financial needs and objectives. As such, we pride ourselves on the personal nature of our service and our ability to address those differences.

We provide clear and expert financial advice. Whether you are a business, an individual or a couple needing help with a specific financial need, Accord Financial Management Ltd can help in the areas of:

  • Wealth & Investment Planning
  • Retirement Planning (Business & Personal)
  • Protection Planning (Business & Personal)
  • Tax Efficiency Planning
  • Wealth Management - Platform/Wrap

The key to financial planning is the preparation of a comprehensive report detailing your current financial situation and what action is required to achieve your personal financial objectives. There are 5 distinct steps to financial planning:

  • Listening and understanding
  • Analysis
  • Strategy presentation
  • Implementation
  • Regular reviews

For a free initial chat to discuss your individual requirements please call us on 01903 770767 or contact us for more information.

Services