Welcome to Law Financial Planning Ltd
We offer a full service of independent and unbiased financial advice to Private Clients and Small Businesses. Based in Norwich, Norfolk. Originally part of a firm of Lawyers, we work closely with Professionals, Trustees and Business. However, our key focus is on individuals and customer care. We build relationships starting with overview of you and your financial circumstances and your objectives and aspirations. This is just the start of the process, we create a risk based investment strategy for you able to adapt to your changing circumstances, risk and personal objectives.
We have different methods of providing a suitable investment structure for each investor. A whole-of- market construction of individual funds or by using our Private Client Portfolio Service that expertly builds a portfolio from recommended funds. For clients wishing for less involvement but retaining an actively managed portfolio we operate the Advantage investment service. We acknowledge that not everyone wishes to be fully involved month by month and may require a service that actively monitors investments throughout the year.
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Personal Financial Planning
Savers will have noticed that maturing term deposits are going to suffer rates often around 1.0% net. Investors in the stock market however, will have seen valuations return to more satisfying values, in some cases quite significantly. There is no question that any saver or investor seeking income may have to take on more risk if they are to continue with desired levels of income. Both equities and fixed interest stocks look attractive and offer good opportunities for growth and/or income. Volatility is no doubt a problem and no one is certain how long it will last. Strong companies with good track records and proven management continue to be unfairly down valued. Are these companies great value right now? We believe that current value in the markets, has not been seen for a very long time. Perhaps the stock markets may prove to be the least of all the evils?
Business Financial Planning
Small and medium businesses are usually the life-blood of their proprietors, whether consisting of family members or a group of like-minded individuals. Businesses need a wise strategy to start, develop and ultimately to provide a resolution for the owners.
Private Client Portfolio Service
This wealth management style of investing provides a structured and active tailored portfolio of funds from the whole of market that we believe to be the "best in breed." We monitor and make changes to the portfolios regularly to ensure both qualitatative and quantitive benchmarks are observed. If you would like to know more about the service, please contact us or download the brochure for a full explanation.
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Click here to download our Private Client Portfolio Brochure
What we do
management of your risks
management of your assets
management of your taxation
inheritance tax advice
long term care fees planning
investments and savings