Services
Key Financial Consultants Limited offer a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
We offer advice on a wide range of financial areas:
- Retirement Planning
- Insurance & Protection
- Investment Planning
- Inheritance Tax Planning
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Tax Mitigation
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Residential Mortgages
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Buy-to-let Mortgages
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Commercial Mortgages
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Portfolio Reviews
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Ethical Investments
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School Fees Planning
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Venture Capital Trusts
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Trustee Investments
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Offshore Investments
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ISAs, PEPs and TESSA
Our aim is to provide strategic financial advice on a highly-personalised basis by adopting a holistic approach to all aspects of your finances. We seek to establish long-term client relationships so that we can assist you at all stages of your life. We focus on long-term client relationships as this is the most effective way of clients achieving their financial goals.
Stage One - Initial Meeting
An initial meeting is established, which is free and with no obligation. This takes approximately 1 hour and is usually conducted at our offices in
Manchester . This meeting involves a formal introduction to Key Financial Consultants and issue of our Terms of Business. We then gather information detailing your current circumstances and future plans. We offer generic advice on your existing arrangements. We discuss your financial priorities using our holistic approach and establish a suitable financial strategy. We provide a general overview and broad recommendations. This meeting is essentially an opportunity to meet with us and decide whether you wish to become a client and move on to the next stage.
Stage Two - Follow on Meeting
A second meeting is established where we answer any queries you may have from the first meeting. We finalise your financial strategy and plans and offer specific advice and recommendations on providers and products. We provide you with the research behind our recommendations and help you to complete any necessary paperwork. All our advice is documented in writing and where appropriate a detailed report will be provided.
Stage Three - Ongoing Services
An essential part of the service is the continued relationship we have with our clients, which includes regular reviews. These are typically held annually, and are designed to inform of any changes in circumstances and to review your financial strategy.
Professional Connections
Where necessary we liaise with existing professional advisers or we can introduce Solicitors, Accountants and Stockbrokers to provide a complete financial plan.