Full advice
Traditional, face-to-face planning remains the bedrock of our financial planning. This model is recommended for those who want to work with a dedicated financial planner on a one-to-one basis. Advice can be given in person, or by video call if preferred.
About this service
Full advice is appropriate for clients who have more complex financial planning needs associated with having accumulated a certain level of assets, and who have multiple financial objectives.
You are likely to be considering your financial objectives in the long term, having already accumulated some wealth, and are looking to further build, consolidate and preserve it for the future.
You are most likely to benefit from building a relationship with a dedicated adviser who can meet with you as required to set up your plans and tailor the service to keep you on track over the long term.
You may benefit from additional expertise and specialist services such as tax planning and lifetime financial planning with scenario forecasting that enables you to make informed decisions.
Fancy a chat?What you’ll receive
- A dedicated adviser for support
- Annual or bi-annual suitability review
- Cashflow modelling
- Regular e-newsletter on financial matters
- An “open-door” policy for meeting with your financial planner
- Access our service as you wish: face to face, telephone or video
- Access to our My Seventy portal
- Scenario planning report
- Regular investment updates
Compare with hybrid advice or self-managed, or take the quiz.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Let’s chat!
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.