020 3989 7807
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Welcome to Shinfield Financial Planning
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 020 3989 7807 or email us at richard@shinfieldfinancialplanning.com and we'll be pleased to help you.
Shinfield Financial Planning has been created out of a desire to create a better service offering, and to help individuals and families to achieve their goals. With the expertise of having over 30 years experience this helps to be able to understand a variety of simple or complex planning needs.
Whether you are planning for retirement, want to plan for your family or simply understand how to reduce inheritance tax and leave behind a lasting legacy, we can help.
Main Services
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Financial Planning
Help you make informed decisions about your financial future, in the short, medium and long term.
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Retirement Planning
A well prepared financial plan, which is regularly reviewed, should help to provide you with a reasonable level of income in...
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Wealth Management
Preserve and increase wealth over the long term, with tax efficient strategies.
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.