SKL Financial - Financial Planning Advice - Investments, Savings, Pensions and Tax planning

Introduction to Financial Planning

The value of the investment can go down as well as up and you may not get back as much as you put in.

We aim to help our clients to manage their financial situation by having a good overview of their current situation and their aims. Within this framework we will discuss with the client how they can plan to arrive at those goals, and draw up a plan of action.

We can produce a one-off report on your current situation, but we prefer to be involved in helping you achieve those goals, reviewing progress at regular intervals and adjusting our recommendations as your circumstances change.

We provide advice in the following financial areas:

Investments
Savings
Pensions
Inheritance Tax Planning / Wills (Will writing is not regulated by the FSA)

Please do not hesitate to contact us should you need further advice in this area.

Your Home may be repossessed if you do not keep up repayments on your mortgage.
SKL Financial is a trading name of Rosemount Financial Solutions Ltd which is an appointed representative of Intrinsic Financial Planning Ltd as well as Intrinsic Mortgage Planning Ltd, which is authorised and regulated by the Financial Services Authority.Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd is entered on the FSA register (http://fsa.gov.uk/register/) under reference 440703 and 440718.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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