Financial help and advice throughout your life

Financial Choices is a financial adviser based in Kent. Advice is provided to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding clients’ needs, wants and aspirations and then prioritising objectives.

As a fully independent adviser, clients benefit from advice being offered on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, Financial Choices has years of experience in finding the most suitable solution for clients’ needs.

Advice and help is provided following a personal/business financial review, which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial financial review, time will be taken to consider your situation, needs and priorities before writing a detailed financial report. This will then be discussed face to face in a follow up meeting in which a full explanation of the recommendations and a discussion around  the affordable priorities and achieving your objectives will take place.

Charges can be structured in various ways. Some clients prefer a fee-based approach, whilst others are more comfortable with a commission basis or a combination of the two. Either way will result in full disclosure of costs in an open and transparent manner.

Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority.