* Meet our team - the people working behind the scenes.
* Read what our existing clients have to say about us.
* Familiarise yourself with our advice process.
* Would you like to know more about our administration process?
* Planning for retirement?
* Find out how to contact us.
Our administration process is based solely upon the clients that we service. Each stage is based on the accurate collection of data, from both you and the providers with whom you have invested. By doing so, we are able to ensure that you are provided with information that reflects the current status of both pensions and investments.
Whilst administering your portfolio, we will pay great attention to the risk that you are willing to take, as we believe that this is one of the key facets of determining the investment strategy suitable to help achieve goals that have been set throughout the advice process.
Having evaluated your risk profile, we can also liaise with existing providers with whom you may have investment or pension policies and ensure that your holdings reflect the investment risk that you are prepared to take.
PAS Financial Planning will also continuously monitor the performance of your investment and pension portfolios, highlighting areas of concern as early as possible to ensure that they do not have a detrimental effect on your investment strategy.
PAS Financial Planning is Authorised and Regulated by the Financial Conduct Authority
© 2013 PAS Financial Planning
A Strategic Approach That Rewards Our Investors...
