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Welcome to this website.
The intention of this website is to market and offer to individuals, their families and their
business the provision of expert services in financial planning by UK qualified planners.
Financialplanners.co.uk encompasses the fee based practice of Brian Keates Tax and Financial
Planning. Over time further qualified planner/directors, bringing multi-disciplinary skills
will enable a growing and wider client base to be supported.
The provision of UK financial planning advice, spreads across many disciplines, Accountants,
Actuaries, Bankers, Financial Advisers (IFA's), Investment Managers, Solicitors, Insurance
Brokers - there being no one collective body or profession which covers all disciplines.
Government regulation is encouraging change. A new profession is being created to meet the
ever growing world-wide challenge that the mobile individual, family, business demands.
The need for skilful financial planners to co-ordinate the necessary financial disciplines is
as important today as it will be in the coming decade. The professionally qualified,
multidisciplinary financial planner of the 21st century, and the UK profession he/she
represents will be in ever greater demand. These remain exciting times. Those planners with
vision that get it right, marketing and providing services of value to clients, will be
those to succeed. Financial planners co.uk intends to be one such successful organisation and
this website a part of that process.
Navigation through this site is by mouse press on the buttons above, left and text links below.
New visitors are encouraged to view the site by order of the text links below. 'Services'
page defines financial planning and 'individuals', 'businesses' further develop the objectives
and services. 'Retired/elderly' covers the special needs of this age group.
Clients, prospective clients and professional planners alike, are invited to Email their
comments/messages to enquiries@financialplanners.co.uk
Links are provided to the websites of the three professional Institutes shown left.
Visitors are encouraged to view the IFP website on matters "financial planning" |
