Welcome to Griffiths Financial Planning Ltd
Welcome to Griffiths Financial Planning Ltd
01926 671314
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Welcome to Griffiths Financial Planning Limited
Financial Advisors in Leamington Spa, Warwickshire.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Griffiths Financial Planning Ltd is a firm of financial advisers based in Leamington Spa, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
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.
Tax treatment is based on individual circumstances and may be subject to change in the future.
Tax planning is not regulated by the Financial Conduct Authority.
Our Main Services
Saving and Investments
Investing is what you can do with the savings you have created to try and generate a greater return on your money.
Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
Financial Planning
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
1
About you
We meet together to discuss your personal circumstances and your current financial situation.
2
Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3
Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4
How to get there
So now we know where you are and where you want to be.
5
Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6
Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.