Financial Planning And Advice

Be future-ready with Our Financial Planning Service

Financial planning for your future

You can’t always predict what the future holds, but you can make sure you are prepared for the important financial decisions you will face.

We can help by:

  • Providing you with a detailed, holistic financial plan that best meets your needs

  • Using our expertise in investment research, we’ll help you build an investment portfolio that is tailored to you

  • Advising on tax regulations, helping you make the most of tax allowances and keeping up to date with any changes that might affect you

  • Offering intergenerational financial planning that helps you pass on your legacy

Many solutions will involve capital at risk products. Tax rules can change and any benefits will depend on your individual circumstances.

Our Five in Three-step financial planning Process

  • Meeting & Discovery

    A financial planner will meet with you for a complimentary consultation to understand what matters most to you, your goals, circumstances, attitude to risk and future aspirations.

    We will then conduct a thorough 360° assessment of your current financial position and work with you to create a fully tailored plan, including clear agreement on the services and fees involved.

  • Agreement & Action

    Once your tailored financial plan is ready, we’ll review it with you in detail to ensure you fully understand and agree with the recommendations.

    We then implement your plan with precision, supported by our dedicated specialist teams across the business.

  • Review

    We will regularly review and adapt your plan with you. This ensures that your financial planning objectives can evolve as life inevitably changes.

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Why choose us?

We differ from other firms offering financial planning and advice by providing all the elements you need to protect, manage and grow your wealth, all brought together through one complete, seamless approach.
Our investment process is unbiased, multi-asset and diversified across regions and sectors.

Here are some of the benefits you can enjoy:

  • A dedicated, long-term and trusted relationship with a financial planner

  • The support of a team of experts for any complex financial planning needs as well as tax-efficient and specialist investments

  • A highly-qualified and experienced team of investment professionals to support any investment requirements from your financial plan

  • Confidence through independent recognition for our service

And as our client, you can rely on:

  • A service designed to provide you with clarity and confidence in your financial future

  • Our commitment to put your interests first and provide a truly individual service tailored to your specific needs

  • The peace of mind that comes from understanding and feeling understood

  • Strong administrative support with a focus on first class client service

  • " The service we receive is exceptional. They take in to account our personal needs and wishes and seem to really care. They explain everything well, are always happy to answer questions and are never pushy. Would highly recommend their services. "

    —Clement Pedersen

  • " My husband and I were introduced to Eisandir by our previous financial advisor and have found them always efficient, helpful and a pleasure to deal with. "

    —Caroline Cabras

  • " Great service - the team works hard to make sure that we are best placed financially - I wouldn't hesitate to recommend "

    —Lionel Bertoni

  • " I asked and Frenchie delivered ! I gave anthony advice long ago, he is now the one giving it, we have come full circle "

    — Warren Heit

Our financial planning fees

At our initial complimentary consultation, we listen to your needs and explain how our financial planning service could help you. Your financial planner will discuss any fees with you before we give any advice or financial planning.

As no two clients' requirements are the same, our fees vary depending on the scope of work and the type of relationship you are looking for.

How we can help with financial planning

Investment Advice

Unbiased guidance for your investment journey. We build diversified, multi-asset portfolios designed around your goals, helping your wealth grow steadily and sensibly over time.

Project Based Planning

Targeted solutions for the goals that matter right now. Whether it’s a one-off need or a specific milestone, our project-based planning delivers clear, practical steps tailored exactly to you.

Tax Planning and Strategy

Effective ways to protect and maximise what you earn. With careful planning and specialist insight, we help you navigate tax rules efficiently so you can keep more of your hard-earned money.

Financial Coaching

Empowering you to feel confident with your money. Through one-to-one coaching we help you develop the knowledge, habits and mindset needed to take control of your financial future

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Whether you have a question or an idea, feel free to reach out, we’re here to help.