Financial Planning

At Antrams Financial Services our ethos is simple: we provide the right advice at a fair and transparent price.

Our highly experienced team of financial planners, investment and tax advisers have a longstanding reputation for delivering high-quality financial planning. Our broad range of skills means we are able to combine a wealth of services to provide you with a complete, in-house financial solution.

How we work with you

1

We listen

We listen to your needs and agree your financial objectives.

3

We recommend

We recommend our findings to you in a tailored report as a basis for further discussions.

2

We research

We research the whole market to find investment solutions to match your objectives.

4

We implement

We implement the recommendations you have accepted and keep track of progress with our on-going monitoring and evaluation.

 

What we do

  • We take the time to understand all your financial needs and aspirations
  • We give independent financial advice, ensuring the best possible service at an agreed and transparent price
  • We provide you with a bespoke financial plan and investment portfolio
  • We manage your financial plan and portfolio, holding regular planning reviews to ensure we adjust your assets to suit any changing life circumstances.

We can help you with a range of planning services including:

  • Retirement
  • Trusts and estates
  • Personal protection
  • Employee pensions
  • Auto enrolment
  • Long term care
  • Mortgages

What our clients say

“I have used Antrams as my personal advisers for several years now. The quality of their advice is outstanding and their service levels exceptional.” Dame Dianne Thompson DBE, Former Camelot CEO

“Antrams has an established administrative support process which means we always know where we stand and what we have to do. I cannot commend them highly enough for their comprehensive, cost effective service and am delighted to recommend them to others like me who need expert input to unravel a complex area.” Christopher Honeyman-Brown – Director, Winmark Limited and Management Consultant

Click here to read about our Financial Experts


Useful Links

www.pensionsadvisoryservice.org.uk

www.fca.org.uk

www.gov.uk/departmentforworksandpensions