* 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.
This process is a continuous cycle which involves PAS Financial Planning ascertaining information of your current circumstances and establishing your needs. Based upon your requirements, and your desired tolerance to risk, we will then identify objectives which we feel are realistic yet challenging. Subsequently, we can analyse your financial circumstances and propose a strategy which we believe will allow you to reach the objectives outlined initially.
Pending your agreement, PAS Financial Planning will then provide you with the means to implement this strategy and provide financial reviews and a detailed analysis of the performance of your pension or investment.
PAS Financial Planning is Authorised and Regulated by the Financial Conduct Authority
© 2013 PAS Financial Planning
A Strategic Approach That Rewards Our Investors...
At PAS Financial Planning, we believe that by having a framework through which we can conduct business, we are able to offer our clients an efficient means of understanding the effect that we have on pensions and investments. Such processes are not a rigid framework to which we must abide, but instead provide a robust form of guidance which ensures that our relationship has direction which you are able to monitor.