ARE YOU RETIRING SOON? OR DO YOU WANT TO INVEST FOR THE FUTURE TODAY?
WELCOME TO CFPML
CFPML is a highly respected and experienced firm of independent financial advisers and our business is proud to be holding the coveted Chartered Financial Planners status. Our origins date back to 1966, when the firm known as Campbell Fisk & Partners was established.
Since 2011 we have been independently owned and managed as CFPML by Chartered Financial Planners & Fellows of the Personal Finance Society, Toni Fox-Bryant and David Price.
With a combined total of over 70 years’ industry experience and supported by qualified staff and secure market leading systems we are here to provide real answers to meet your long term aspirations.
So, how can we help you?
Whether it be your pensions, investments, corporate planning or individual protection needs, we will help craft a financial life plan for you and your family, and provide solutions for your all-important financial questions:
“I have retained benefits in an old Employer’s pension scheme – can you explain the options available to me?”
“I’ve received an inheritance or lump sum from a house sale and I don’t know how to invest it for maximum growth.”
Invest for Growth
“I’m worried about my investments and feel they could perform significantly better.”
“I’m close to retirement, or have retired, and have concerns about having the right pensions strategy in place so my wife and I can have a happy and secure retirement.”
“I am confused about inheritance tax, I want my family to be financially secure if something happens to me and don’t want the taxman to get all my money!”
“What would happen to my business if my business partner died, how will this affect my company’s profit?”
You can get in touch and we will provide you with a free, no obligation financial review – please see our extensive list of services, designed to help you.
It’s hassle free and straightforward and we will help you every step of the way.
You can meet us at our offices, or we may be able to come and see you in your own home.
We only charge fees after agreeing the work we will undertake for you, we can provide you with regular reviews of your pensions and investments for your own peace of mind.
So why not see if we can help you save money by arranging your free consultation today - call now on 01892 664141, email us on firstname.lastname@example.org or complete the simple enquiry form, on our Contact Us page and we’ll get back to you as soon as possible.
Chartered Financial Planners
Chartered status and Fellow status is an aspiration all firms try to achieve and shows that we, and our financial planners have committed to the highest levels of technical knowledge and understanding through professional examinations.
ACII FPFS CFP™ Chartered MCSI IMC DipPMI, Chartered Financial Planner
BA ACII FPFS IMC, Chartered Financial Planner