01444 223750
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WELCOME TO ACCOLADE FINANCIAL PLANNING LTD
Financial Adviser in Burgess Hill, West Sussex
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.
Call us today on 01444 223750 or email us at info@accoladefp.co.uk and we'll be pleased to help you.
Here at Accolade Financial Planning we will take the time to get to know you and what’s important to you so we can work together to meet your financial goals. We work with individuals, families and businesses and can help in areas such as Investments, Pension Planning, at Retirement and Inheritance Tax.
By partnering with Quilter Financial Planning we are able to offer our clients the personalised service of a small office coupled with the investment expertise of a FTSE 250 company.
Our Main Products
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Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
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Savings & Investment
Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money.
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Inheritance Tax
The government levies tax on the value of a person’s estate, if their estate is worth more than the Nil Rate...
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
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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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.