It’s quick and easy, with no fuss.

Get the ball rolling by contacting us on now on 01892 664141, or by email us on advice@cfpml.com, or by filling in the quick enquiry form on the Contact Us page…

…we will then arrange to meet you for a free, no obligation initial consultation, following which:-

  • We listen to your needs, ambitions and life goals and form a life plan to meet these.
  • Establish your attitude and understanding of risk.
  • Review your current plans and/or investments.
  • Undertake whole of market research to identify appropriate solutions.
  • Assess the potential impact of key events on your finances, we do this through cash flow modelling.
  • Provide a personalised report and recommendation/s to meet with your life goals.
  • Arrange a meeting to discuss the recommendations and how to quickly and simply implement them, with your agreement.
  • Depending on the level of service, you may then require our full wealth management service, annual ongoing advice review as detailed in our Services page.
  • Remember, our highly qualified and experienced life planners are here to help you and put you in an informed position, so you have confidence with your financial arrangements moving forward.