Overview

Traditionally, the individual areas of financial advice have been kept apart, with investments, trusts, taxation, inheritance planning, life assurance protection and pensions carried out separately and with no interaction or planning between them.

As financial architects we work with you, incorporating these previously separate areas of financial advice, to build a clear and cohesive financial structure to achieve your needs and objectives.

Having designed your financial structure to help you achieve your objectives, there is little point in allowing it to gather dust thereafter. 
One of the services we offer is the opportunity for regular appraisals so that your financial plans are reviewed and managed to take account of events or developments which could otherwise undermine your financial foundations.


bfp moneyinfo

Our online portal, bfp moneyinfo, provides one simple and secure place to view all your financial affairs.

This includes investments, pensions, online banking, credit cards, loan accounts, mortgages and your property value. The portal also includes an intuitive and secure jargon-free document and record keeping area.

Please watch our short video to see how bfp moneyinfo will work for you.

Our Key Stages

Establishment

Report and Planning

Implementation

Investment Management

Service and Reporting