First Choice Financial Management Ltd

About

Phone: 01895 625815

At First Choice Financial Management Ltd our goals are: first, to make sure our clients meet their immediate and future financial goals; second, to make sure that the wealth our clients create during their lifetime allows them to live their lives on their terms and that their wealth passes to the next generation in the most controlled and tax-efficient manner; and third, to provide our clients' children the information they need to get and use that wealth in the most effective way.

We represent high net worth people, small business owners, and company directors, and we offer professional advice on all areas of wealth management, including:

Pre- and post-retirement planning
Lump sum investments
Inheritance tax mitigation
Investing for income
School fees planning
Generational/bloodline planning

We help our clients prepare their goals for the future by making a bespoke financial plan using state of the art technology and cash flow modelling tools and meet routinely, according to individual necessities, to check if they are on track to achieve their aims. We pride ourselves on our professionalism and personal integrity in all our business dealings.

Through our experience and understanding of the difficult world of financial preparation, we're able to cut through the overwhelming and confusing information available and offer peace of mind and financial security for all our clients.

First Choice Financial Management Ltd was set up in 1995 by Alex Murphy, following previous experience at MI Group.

Annual Sales Volume

Unspecified

Number of Employees

Unspecified