Financial Planning for the life you want to live
Welcome to Partridge Financial Ltd. We believe having in place the right holistic financial plan will help you prepare you for whatever lies ahead. Life’s journey is unique to every individual, from starting out, through your career to retirement and on into later life. The choices you make along the way shape how you will ultimately achieve your life goals.
Personable approach to
managing your wealth
Financial planning is the process of aligning your needs, your values and your personal goals with every aspect of your finances, to give you a complete picture of where you are now and where you can get to in the future. For many it’s a process that brings certainty and peace of mind, for others the realisation that they have the resources to achieve more in life than they’d ever thought possible.
It will also answer questions you may have including: Can I retire early? Can we afford to pay school fees and move to a bigger home? Will I be able to maintain my lifestyle in retirement? Will I have an Inheritance Tax liability?
Our service is built around your needs
What is key is that your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth will help you get there.
At Partridge Financial Ltd. we understand wealth means something different to everyone. Whatever you’re looking to do, expert advice can help you. Our service is built around your needs, with advice tailored to your current situation and future hopes.
Our Services
Investments
The key to achieving your life goals is making sure your money works as hard as you are. Investing your savings could be a way to generate income in the long-term. At Partridge Financial Ltd. we will look at the most tax-efficient ways for you to do this at a level of risk you’re comfortable with. We use an innovative portfolio solution driven by ground-breaking fund screening technology.
Pensions
It’s never too early to start thinking about retirement. The right planning can help you enjoy this stage of your life. We will help you create a pension plan to suit your needs, so you can reach your retirement goals. Even if things in your life change we’ll adapt your plan to make sure it stays on track.
Inheritance Tax Planning
Forward planning can help make sure your loved ones aren’t left with a hefty tax bill once you have passed away. Your estate could be subject to Inheritance Tax, so it’s important to find ways to reduce the amount that could potentially be payable and pass on more of your assets to your loved ones or beneficiaries.
Protection
Your personal financial plan should include making sure you’re protected if you were to become seriously ill or injured, lose your income, or pass away prematurely. Partridge Financial Ltd. will help you navigate your options with the aim of ensuring you get the right protection for your individual needs and cover what’s important to you.
Why Choose Partridge Financial Ltd.?
01.
We’re professional
We know life is full of both anticipated and unexpected events. Our highly qualified advisers will give you sound professional advice at every stage on life’s journey.
02.
We’re personable
We get to know you and your needs personally, and regularly review your life goals and financial plans.
We’re approachable
03.
We can visit you whenever you need us, supporting you with friendly, expert holistic financial advice.
We’ll always be honest
04.
We believe strongly in disclosure – in being clear with you about the cost of advice – both initially and ongoing.
05.
We’re reliable
We’re always there to help you plan your financial future and help you to get there successfully.
06.
We’ll always be fair
We know one size does not fit all when it comes to looking after your finances. That’s why we start every new relationship by talking about you, not selling you products.
We’re trustworthy
07.
We have built an impeccable reputation with our clients over the past three decades.
Book An Appointment
It all starts with a free, no obligation conversation to understand if the service is right for you. There are no hidden fees or charges, and you’ll only start to pay for the service if you decide to take forward the recommendations we present to you in your tailored financial plan.
Advice and product fees may apply. Tax treatment depends on individual circumstances and may be subject to change in the future. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
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We’re happy to help you. Ready to start a conversation?
Contact Partridge Financial Ltd. today to learn how we can help you. Through face-to-face or telephone based financial advice, we help you develop lifetime financial plans that factor in your short, medium and long-term objectives.