| Message: | Phone: 01895 625815 • Website: https://www.firstchoicefinancial.co.uk • At First Choice Financial Management Ltd our aims are: first, to ensure our clients meet their immediate and future financial aims; second, to make sure that the wealth our clients create during their lifetime allows them to live their lives on their terms and that their wealth passes to the next generation in the most controlled and tax-efficient manner; and third, to give our clients' children the information they need to obtain and use that wealth in the most efficient way.
We represent high net worth individuals, small business owners, and company directors, and we offer specialist advice on all areas of wealth management, including:
Pre- and post-retirement planning
Lump sum investments
Inheritance tax mitigation
Investing for income
School fees planning
Generational/bloodline planning
We help our clients prepare their goals for the future by creating a bespoke financial plan using state of the art technology and cash flow modelling tools and meet routinely, according to individual necessities, to check if they are on track to accomplish their aims. We pride ourselves on our professionalism and personal integrity in all our business dealings.
With our experience and understanding of the challenging world of financial planning, we're able to cut through the overwhelming and confusing information available and offer peace of mind and financial security for all our clients.
First Choice Financial Management Ltd was set up in 1995 by Alex Murphy, following previous experience at MI Group. |
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