About Silver Birches Financial Planning
Silver Birches Financial Planning is a firm of financial planners providing advice to both individuals and businesses across the North West. It was founded by father and son David and Ben Williams who share the same mindset that clients should be treated fairly in line with their evolving needs. We are part of the Quilter Financial Planning Network who share the same values and beliefs about being clear and transparent with our clients. Quilter Financial Planning are one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions.
Silver Birches Financial Planning
It is important for us to build a solid financial plan that is flexible and achievable
It is important that our clients understand our approach to financial planning which is outlined below. It is explained in more detail during our ‘Understanding’ meeting, where we will answer any questions regarding the process. Further details regarding our approach can be found in ‘The Guide to Our Services’ brochure which can be opened as a PDF below.
We agree a convenient time and place to meet. This meeting is to understand your current financial position, your goals and objectives and what you are trying to achieve. This meeting is also for you to understand Silver Birches Financial Planning and how we operate.
Following the initial meeting we will use the information gathered to analyse your current situation and develop a detailed financial plan which is in line with your objectives. We will take you through our analysis in detail ensuring you fully understand the method behind the recommendation.
Assuming you are happy with the recommendation, we will then ensure all the necessary paperwork is processed and the recommendations are implemented. We will provide you with all documentation and online access so you can review your investments at any time.
As part of our ongoing commitment we will ensure that your pensions and investments are regularly reviewed and that you are still on track to meet your long-term objectives. Changes in the economy, taxation or legislation may require refinements to your plan.
The guidance and/or advice contained within this website is subject to the UK Regulatory Regime and is therefore targeted at consumers in the UK.
Silver Birches Financial Planning Limited is an appointed representative of Positive Solutions (Financial Services) Limited, which is authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 184591 Silver Birches Financial Planning Limited is registered in England and Wales. Registration Number: 11923932 Registered Address: 23-27 Bolton Street, Chorley, England, PR7 3AA