Financial planning is not an exact science and circumstances change. For this reason, the relationship is ongoing, with regular client contact and review meetings to ensure that plans remain relevant and on track.
The role of RAFP is both that of financial planner and long term relationship manager – these are our specialities. However, we also recognise the expertise of other professionals too:-
All of these services are outsourced, enabling RAFP to concentrate on what we do best – client relationship management.
- Active investment managers, dedicated to managing client funds
- Tax advisers, where additional expertise is required
- Legal advisers when specific input is needed
- And the back office for record keeping, compliance & administrative support
The financial world is complex and the array of investment products and funds are bewildering for all but the most experienced. Working with RAFP, enables clients to gain peace of mind and have confidence in their investment decisions by leaving the jargon behind and delivering understandable solutions.
Key Specialist Areas :
Richard Alexander Financial Planning Limited is an appointed representative of L J Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Registered company number in England 7277868.