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Providing financial planning, advice and peace of mind..

..through truly understanding you and your goals.

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How do we help you achieve financial peace of mind?

We guide you through a 4 step process...

Why?

We listen and understand you, your story and your goals
  • Why are you seeking Financial guidance?
  • Where are you trying to get to and where are you now?
  • What do you want to do before you die?

How?

We inspire and create your financial plan
  • How much is enough?
  • How much can you spend before running out of money?
  • Could you actually be spending more / taking less risk?

What?

We implement and manage your plan giving you bespoke financial advice
  • The Financial tools to make the plan happen:
    Estate/IHT planning
    Retirement / Income withdrawal
    Investments (Longer term)
    Savings (Short/Med term)
    Mortgages
    Health / Disability / income protection
    Protection (Life Assurance)

When?

We manage and review with you on an ongoing basis as a trusted long term partner

Understand

Inspire & plan

Implement

Review

£47,706
Better off over a decade
Those who take advice are better off in retirement *
3% p.a. extra
The extra return that can be added through using a financial planner **
£1.2bn
The amount of unnecessary inheritance tax paid in the UK ***
41% increase
41% increase in the amount of  inheritance tax paid ****
 Source: * International Longevity centre/Royal London, ** Independent studies such as Capital Sigma: The Sum of the Various Sources of Advisor-Created Value, by Jianan Du, Yinsi Qi, Brandon Thomas, Janis Zvingelis of Envestnet, 29/5/15, *** Cheney Goudling / HMRC most recent figures from 2017/18, **** The Office for Budget Responsibility.

Financial Partners is completely independent and fully regulated via the Financial Conduct Authority (FCA).
Please see the bottom of the website or contact us for more details.

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Copyright © 2024 AB Financial Partners Ltd
AB Financial Partners Ltd T/A Financial Partners is an appointed representative of Blakes Financial Management Ltd who is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 810027.
You can check our authorisation and permitted activities on the Financial Services Register by visiting www.fca.org.uk/register/ or by contacting the FCA at 25 The North Colonnade, Canary Wharf, London, E14 5HS or telephone 0800 111 6768 (freephone).
Registered in England and Wales No: 15267013