FINANCIAL PLANNING SERVICE

We believe that professional financial advice - from portfolio management to pensions to tax advice - can add significant value to individuals and businesses.

It is because of this belief that we at W Denis Financial Services Ltd provide a comprehensive ongoing financial review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging W Denis you assure yourself of regular financial checkups and access to new ideas brought to you by our expert team.  Choosing a financial partner is one of the most important decisions you will ever make.  Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

Partner financial services include:

• An annual review meeting with your advisor, including a complete review of your financial strategy and a financial health check.
• Unlimited telephone and email access to your adviser.

Professionals financial services include:

• Providing strategic updates to your accountant and any other professional advisers
• Supplying end of year taxation information (as required)
• Recommending suitable professionals as other needs arise.

Portfolio construction services include:

• Using a scientific risk profiling methodology
• Designing a suitable asset allocation
• Designing and constructing your portfolio.

Portfolio management service includes:

• Access to portfolio valuations
• Portfolio monitoring
• Re-weighting asset allocation to benchmark
• Written portfolio valuations on request.

Our priority response service means that phone calls and emails are returned within 24 hours.

Our ‘remove the hassle’ service is designed to take the complexity and hassle out of administering your financial life.

Our second opinion service means we are available to consider new ideas from whatever source they may originate.

Our taxation planning service can be run in conjunction with your accountant and other taxation advisers.

Our SIPP service involves developing value added strategies using Self Invested Personal Pensions (SIPPs) as well as specialist advice for owning business premises.

Our pensions service includes pensions advice, review and consolidation; and we also offer an inheritance tax and estate planning service.