Personal Financial Planning
Please note that this service is independent of the accountancy and taxation services that we provide. The personal Financial Planning Service is only available under separate instructions. For more information, please go to our Financial Planning web-site: http://mac.trustedadviser.info
Mac Kotecha - Certified Financial Planner/Chartered Financial Planner
Many people associate financial planners with suave salesman types. Not Mac. Mac will sit down with you to help you establish where you are now, where you want to be and what you need to do to get there.
Qualifications
Certified Financial Planner (CFP) Chartered Financial Planner (APFS) Fellow of the Institute of Chartered Accountants (FCA)
Ideal Client Types
Any individual irrespective of age profession or wealth who will benefit from Personal Financial Service on a "Holistic" basis.
Typical Clients and Charges
An introductory meeting of up to half an hour takes place at our offices or on the phone, at our expense, after which Mac would be able to identify areas that need addressing and provide an indication of costs involved.
General Background Information
Mac strongly believes in developing long term relationships with his clients and working with them with a view to achieving their financial goals.
(*Please note: The 1 hour meeting at our expense for our accounting service is limited to only 1/2 an hour for financial services. If a client wishes to instruct us for both accounting and financial services, this must be done under separate instructions, as both services are separate.)
Why not contact us today?
For more information on the above, please Contact Us or telephone on 020 8346 0391 and we will be glad to answer all of your questions. Even better, why not why not register your interest in a free, no obligation meeting to help you and us assess if we are a good match – it only takes a minute. Or why not register for our Newsletter, to receive up-to-the-minute news that may affect you. Remember, whilst we are based in London, we service clients from all over the country.