We want all our clients to benefit from our financial planning service in the following ways:-

• feel in control of their financial situation and enjoy the ongoing planning exercise
• be clear about their options
• identify and to achieve their financial goals aims and objectives
• manage their cash flow
• be aware of Lifelong Cashflow using visual impact of Truth software
• use their money effectively
• potentially reduce their tax liability
• have a knowledgeable adviser to turn to whenever the need arises
• have an Annual Financial Planning Meeting with a 12 point agenda to discuss ongoing or any new issues that have arisen
• feel confident in the service we offer
• be happy to delegate the responsibility for financial research and management of investments and finances to professionals, and enjoy the freedom it brings.

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The Financial Services Authority does not regulate Taxation advice and Estate Planning

Starkey Financial Planning Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 459336