Financial Planning

At Antrams Financial Services our highly experienced team of Financial Planners, Investment and Tax Advisers all work to the same ethos: to ensure that clients are provided with the right advice at a fair and transparent cost. We are proud not only of our longstanding reputation for high-quality financial planning, but also our ability to offer other services providing a complete in-house financial solution.

How we work with you

1

We Listen

We listen to you 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. We can then follow up with our on-going monitoring and evaluation service.

 

What we do

  • We get to know our clients and understand their financial needs and aspirations
  • We give independent financial advice ensuring the best possible service at an agreed price
  • We provide you with a bespoke financial plan and investment portfolio
  • We manage your financial plan and portfolio through regular planning reviews, so that we can adjust your assets in line with your 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 profiles of our Financial Experts


Useful Links

www.pensionsadvisoryservice.org.uk

www.fca.org.uk

www.gov.uk/departmentforworksandpensions