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2/ to report to their clients on a regular basis, in an understandable format, giving current values, building a history of returns achieved and comparing these returns to an agreed benchmark, and forecasting future growth and income in a meaningful way...so that their clients can understand whether they are meeting their aims and objectives.
We believe that a client for life should also have a financial plan for life, and we see our role as advising, preparing, executing and reviewing your plan to ensure your goals & aims remain the most achievable throughout.
Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 25 years experience in the financial services industry. We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.
Map Financial Solutions Ltd is a local Independent Financial Advisers (IFA) practice easily accessible to the Beeston/Chilwell area of Nottingham, although MAP has clients located throughout the UK.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
Welcome to our website at KeightleyPattison Financial Management Ltd. Established in 2009 by Paul Keightley and Simon Pattison, with over 40 years of combined experience in the industry. We are a small business with clients in all parts of the country. Our Company is 100% owned by its Management, ensuring our interests are in line with our clients’ interests.