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Technical data of the fcfp.co.uk

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share this page... close skip to content pfk francis clark - financial planning and wealth management about us about us our history how we work chartered status our experts our experts senior management team financial advice team technical services team client liaison team our services our services chartered financial planning auto enrolment service general tax planning saving for retirement at retirement planning later life planning inheritance tax planning business protection pensions & divorce employee benefits protection planning investment planning news news our blog newsletters videos contact about us our history how we work chartered status our experts senior management team financial advice team technical services team client liaison team our services chartered financial planning auto enrolment service general tax planning saving for retirement at retirement planning later life planning inheritance tax planning business protection pensions & divorce employee benefits protection planning investment planning news our blog newsletters videos contact 0800 8321785 individual planning individual planning everyone needs a plan at whatever stage of life you are at and whatever level of wealth you currently have, it certainly helps to have a plan to g... read more corporate planning corporate planning being part of a large independent accountancy practice means we have lots of experience working with businesses and their professional advisers. we u... read more the financial planning process discovery meeting this initial meeting is a chance for us both to find out if we would like to work together. we will ask you lots of questions so that we can understand your aims and objectives to ensure that any financial planning advice we give is tailored to your individual needs. we will also record factual details at this meeting to ensure we have a full picture of your circumstances before we provide any advice. at the meeting we positively encourage you to ask questions about our business, skills and experience before you commit to the next stage. depending on the complexity of your advice needs the next stage will either be to produce a bespoke strategy report or we will move straight to the implementation of our advice. strategy report in many but not all cases we provide a full, clear, concise written report detailing your financial plan prior to implementing it. if however your advice needs are relatively straightforward we will skip this stage moving straight to the implementation stage providing you with a specific report setting out what we are recommending. a full strategy report will be set out in a logical fashion showing how we aim to structure your plan to achieve your objectives. the report will generally cover areas such as tax efficiency, investment management, a review of your current financial products, tangible evidence of how we think the overall strategy will meet your objectives and finally how we would implement this strategy. implementation now that we know what you want to achieve and how we are going to achieve it we must implement the various recommendations we have made. we now bring your financial plan to life by beginning the mechanical process of implementing new solutions and maybe moving existing products if they no longer meet your needs. this process may involve lengthy form filling exercises and this is where our client liaison assistants excel at taking the strain and getting everything in place with minimum fuss. we will also write to you with a formal suitability report detailing why our recommendations are right for you and how we arrived at particular products and providers to achieve your objectives regular reviews we now agree a frequency for reviewing your financial plan and the underlying investments that form part of the plan. this can be annually or more frequent if required and is generally delivered face to face in our offices. the review will take into account any material changes to your circumstances as well as updating our records with the latest value for assets that we don't directly manage on your behalf. we will revisit the original financial planning strategy and make any necessary adjustments. change, whether political, economic, legislative or brought about by new product developments will impact on your circumstances and your financial plan. regular reviews allow us to address all of these issues and ensure that your plans remain up to date and relevant. read more our fee structure discovery meeting we believe it is beneficial for both parties to have an initial meeting that is an opportunity for us both to establish if there is a good fit and the potential to add tangible value to your financial plans. this meeting is provided at our cost. strategy report where your circumstances demand it we may recommend that prior to implementing any specific solutions a more detailed overarching financial plan would be of benefit. the cost is dependent on the complexity of your circumstances but would generally fall within the range of £750 - £2,000. implementation to implement your plan and realign any existing products you might have we will agree a fee based on a percentage of the assets that you are investing or we are advising on. this percentage varies depending on the amount of assets you are investing. regular reviews your ongoing review service is funded through a percentage based charge calculated on the value of the assets under our advice. the percentage is variable and is determined based on the amount of assets we are managing for you. special projects sometimes our work does not involve the implementation of financial products and in this case we would agree either an hourly based charge or a fixed fee for a particular piece of work you require us to carry out. transparent we will clearly set out the fee structure and obtain your agreement before commencing any work for you. this means at every stage of the advice process you know the cost and agree it before we start working for you. we check our fees against our main competitors and ensure that we remain competitively priced for chartered independent advice. we strive to maintain a good balance between fair fees for our clients and ensuring we can invest in our people and business infrastructure to ensure we are with you as long as you need us. read more individual financial planning for directors and shareholders personal financial plans we work with many business owners to develop strategies which enable them to tax efficiently enjoy the fruits of their labours. we regularly work with other professionals such as accountants and solicitors to ensure that all avenues are explored. we put together plans that enable you to make the most of legitimate tax saving opportunities through considering the use of pension planning, tax efficient life assurance and other tax relieved solutions such as enterprise investment schemes and venture capital trusts. establishing how your business can tax efficiently provide you with personal funds and benefits is a key feature of working with us. we appreciate how focussed you are on running your business and endeavour to demonstrate how investing some time in your personal financial planning can reap rewards for you and your business. commercial property purchase with pensions we are specialists in this area and have helped many business owners to utilise their pension assets when purchasing a property for their business. owning your business premises in your pension provides control over the property, security of tenure, rental income added to your pension, capital gains tax free growth and not having property on the company balance sheet could reduce complexity if you wanted to sell the business in the future. there are of course many variables to consider before deciding whether property purchase is right for your particular circumstances and we can advise you on your particular situation 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URL analysis for fcfp.co.uk

https://www.fcfp.co.uk/news/
https://www.fcfp.co.uk/our-experts/technical-services-team/
https://www.fcfp.co.uk/our-services/individual-planning/
https://www.fcfp.co.uk/contact/
mailto:?subject=shared%20from%20pkf%20francis%20clark%20financial%20planning&body=https://www.fcfp.co.uk/
https://www.fcfp.co.uk///wp-content/uploads/2016/11/2016mainbrochure.pdf
https://www.fcfp.co.uk//#tabs-1
https://www.fcfp.co.uk/services/retirement-planning/
https://www.fcfp.co.uk//#subcontent-6
https://www.fcfp.co.uk/our-experts/senior-management-team/
https://www.fcfp.co.uk//#tabs-4
https://twitter.com/intent/tweet?source=https://www.fcfp.co.uk/&text=welcome
to
pkf
francis
clark&via=pkffcfp
https://www.fcfp.co.uk/services/protection-planning/
https://www.fcfp.co.uk/services/investment-planning/
https://www.fcfp.co.uk/about-us/how-we-work/
cii.co.uk
financial-ombudsman.org.uk
pkf-francisclarkcareers.co.uk

Whois Information

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Error for "fcfp.co.uk".

the WHOIS query quota for 2600:3c03:0000:0000:f03c:91ff:feae:779d has been exceeded
and will be replenished in 69 seconds

WHOIS lookup made at 00:11:18 15-Jul-2017

--
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:

Copyright Nominet UK 1996 - 2017.

You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REFERRER http://www.nominet.org.uk

  REGISTRAR Nominet UK

SERVERS

  SERVER co.uk.whois-servers.net

  ARGS fcfp.co.uk

  PORT 43

  TYPE domain

DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:
Copyright Nominet UK 1996 - 2017.
You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REGISTERED no

DOMAIN

  NAME fcfp.co.uk

NSERVER

  DNS1.AS12513.NET 212.104.130.11

  DNS1.ECLIPSE.NET.UK 212.104.129.11

  DNS2.AS12513.NET 212.104.130.67

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