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Personal Financial Planning

Personal Financial Planning

Please note that this service is independent of the accountancy and taxation services that we provide. The personal Financial Planning Service is only available under separate instructions. For more information, please go to our Financial Planning web-site: http://mac.trustedadviser.info

Mac Kotecha - Certified Financial Planner/Chartered Financial Planner

Many people associate financial planners with suave salesman types. Not Mac. Mac will sit down with you to help you establish where you are now, where you want to be and what you need to do to get there.

Qualifications

Certified Financial Planner (CFP) Chartered Financial Planner (APFS) Fellow of the Institute of Chartered Accountants (FCA)

Ideal Client Types

Any individual irrespective of age profession or wealth who will benefit from Personal Financial Service on a "Holistic" basis.

Typical Clients and Charges

An introductory meeting of up to half an hour takes place at our offices or on the phone, at our expense, after which Mac would be able to identify areas that need addressing and provide an indication of costs involved.

General Background Information

Mac strongly believes in developing long term relationships with his clients and working with them with a view to achieving their financial goals.

Specialist Practice Areas

  • Retirement Planning - personal financial planning for retirement
  • Protection - Life or other Insurances - personal protection insurance of all kinds
  • Long Term care
  • Estate planning - Inheritance Tax and use of wills and trust
  • Tax Planning and Compliance - for UK income and Capital Gains.
  • Investment Management - planning and management of portfolio of Assets
  • The Financial Services Authority do not regulate Wills or Trusts and not all forms of Inheritance Tax and Estate Planning.

(*Please note: The 1 hour meeting at our expense for our accounting service is limited to only 1/2 an hour for financial services. If a client wishes to instruct us for both accounting and financial services, this must be done under separate instructions, as both services are separate.)

Why not contact us today?

For more information on the above, please Contact Us or telephone on 020 8346 0391 and we will be glad to answer all of your questions. Even better, why not register your interest in a free, no obligation meeting to help you and us assess if we are a good match – it only takes a minute. Remember, whilst we are based in London, we service clients from all over the country.

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