Financial Planning Strategies Ltd. © All rights reserved | Privacy & Disclaimers
Financial Planning Strategies Ltd. (FPS) operates as a marketing platform. FPS does not give direct financial advice. We introduce private individuals and businesses to a range of regulated financial experts who will ultimately be responsible for any advice provided. Any individual or business who engages experts through FPS will be required to sign a self-certified sophisticated investor statement.
website by: www.haagenkarson.com
We believe that no one company can provide all the expertise required to create the optimum tax and investment strategy. So we embrace a holistic approach to tax and investment planning that engages the services of a range of regulated experts, each with different areas of expertise but always leaders in their field.
Financial Planning Strategies does not give advice itself. Instead we arrange events, one-to-one meetings and other marketing platforms and introductory services designed to introduce high-net-worth individuals and specific professional communities to the appropriate professionals, ultimately aiming to build a team of experts around an individual’s specific needs.
We operate what we call a best-of-breed approach, working with a select number of appropriately qualified and experienced professionals across a number of disciplines, including:
• Independent Financial Advisers
• Wealth Managers
• Accountants & Specialist Tax Advisers
• Lawyers & Barristers
• Trust & Estate Planning Specialists
Ultimately, our approach ensures clients have a comprehensive team of relevant experts crafted around them.
Our service is best-suited to high-net-worth individuals or high-earning professionals who may have multiple income streams and where the appropriate planning can be complex, including:
• Medical Consultants & GPs
• Veterinarians
• Architects
• Company Directors & Senior Management
• Legal Practitioners
• Professional Sports People
• Entrepreneurs
