Some background information

Cassons Financial Planning Limited came into existence as an independent entity in January 2014 having previously been the financial services department of Cassons accountants and business advisers.

Our aim is to be your trusted financial adviser in all financial matters. This means that rather than discussing with you a shopping list of services, we will take the time to understand what is important to you and your family. We will discuss your personal financial affairs and understand the future hopes and aspirations for you, your business and your family. Armed with this knowledge we can then make wealth planning proposals that will help you achieve your objectives. Of course we don’t leave it there! We’ll keep in touch with you throughout the year and will have regular planning and review meetings with you. See about you and your family.

We are also very aware that the provision of an employee benefits programme can help ensure that you have a happy, motivated and loyal workforce. See about you and your family.

Our advice is totally independent and impartial. Cassons Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.

How we are paid

We will be delighted to have an initial meeting with you which will be free of charge. At this meeting we will start to understand your personal financial affairs and your hopes and aspirations for you, your business and your family. We will also discuss how we would be paid should you choose to instruct us.

Fees will always be discussed and agreed before the start of any assignment. This will usually be based on a percentage of any assets to be invested or on time spent. Fees may attract an additional VAT charge. All fees are agreed in writing before we engage you as a client of the firm.

get in touch with us

If you would like to find out how we can help you, please call us or send an email. We’d be delighted to arrange a no obligation meeting with you.

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