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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.
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 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.
However, with my help and advice, the aim is to present the most competitive lender and product from within the lending environment, at a minimal amount of cost to you.
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 Read more...
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.
Providing expert and unbiased financial advice on pensions, investments, inheritance tax and protection. We believe in putting the client first, establishing long-term relationships built around trust.
