Fixed Fee Financial Planning in Bristol

Fixed Fee Financial Planning in Bristol

Financial planning goes beyond the basics of starting a pension or getting some life insurance. At 4 Financial Planning; we will assess your current plans, income, and expenditure to build you a financial plan that fits your needs precisely, with the help of our 4-step Financial Planning Process.

Unlike other financial planners, we don’t rely on Golf days, posh lunches or fancy offices to win over our clients. Instead, we prioritise what truly matters, you and your money.

Why a Financial Plan Matters

If you think of your finances as a puzzle, then a financial plan is like the picture on the box. It gives you a clear idea of what you’re aiming for and helps you fit all the pieces together in the right way. 

Without that picture, you’re just guessing what the final result should look like – and let’s face it, nobody likes a puzzle with missing pieces.

So, let 4 Financial Planning help you piece together your financial plan, and start putting those pounds and pennies in their proper place. 

Our 4 Step Approach to Financial Happiness

1. Discovery Meeting
   In our meeting, we’ll discuss your needs and how our services can help you achieve your financial goals. The cost is covered by us and the meeting lasts 30-60 minutes. This is a collaborative process where we learn about each other’s strengths and work together to achieve your objectives.
2. X-Ray
   We analyse your finances to aid our understanding of your specific requirements, so we then have a clear, informed view before building out your financial plan with key goals and objectives.In a follow-up meeting, we review the results and provide a one-page plan covering major financial areas.
   
3.  Diagnosis
   We’ll provide recommendations for improvement if needed. Working together to develop a personalised plan that addresses financial concerns and helps achieve goals.

4. Maintenance
   We recommend annual meetings to evaluate objectives and monitor progress towards goals. If you fall off track, we’ll develop a plan to get you back on course or ‘your finances back on course’.

Advantages of Fixed Fee Financial Planning

With fixed fee financial planning, you’ll never have to worry about unexpected charges popping up like a game of Whack-a-Mole. 

Instead, you get an upfront and transparent fee structure and you’ll always be dealing with our founder, Ian, who will help you navigate the choppy waters of finance.

Contact Us Today for Fixed Fee Financial Planning Services

Providing exceptional financial planning advice that’s both easy to understand and affordable. We are dedicated to helping you achieve your goals without breaking the bank or resorting to gimmicks. 

Trust us to provide straightforward and honest guidance that puts your needs first.

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