About us
Practical Financial Advice You Can Count on.
Palatine Financial Planning Ltd are based in the village of Brewood, South Staffordshire. We provide holistic financial planning advice, ranging from retirement planning to investment planning, as well as protecting you, your family and your estate. There is no one size fits all approach when it comes to financial planning and advice. We understand that everyone has different needs and priorities, which is why it is important we have a complete understanding of what matters to you the most. What we do is really simple;- YOU tell us what you want to achieve financially in life. WE provide you with practical and sound advice helping you to draw up a financial plan to help you work towards achieving your goals.
Building a long lasting relationship.
Life throws many challenges as well as opportunities our way which is why it is vital that your objectives are realistic and your financial plan is future proof, flexible and adaptable. We will regularly review and monitor your portfolio to ensure confidence in your financial decisions. This means we can identify adjustments that you may want to make to your financial plan.
What you can Expect
All about you
- Understand your current position
- Behaviour and preferences
- Capturing your appetite for risk
- Review your assets and liabilities
- Assess your income and expenses
your goals
- What do you want to accomplish in life?
- Work with you to set your individual goals
- Evaluate and prioritise each goal
- Build a workable financial plan
financial breakdown
- Review your financial and personal position
- Adapt to any change of circumstance