At Linear Financial Management Ltd we endeavour to provide you with a high level of financial planning advice. Your interest will always be paramount to our advice process and in order for us to achieve this we will:
We provide independent investment advice. An Independent adviser must consider all possible options for you and do so free from any restrictions or bias.
Our initial meeting will be complimentary providing you with the opportunity to learn about the services Linear Financial Management Ltd offer and how they might be suitable for you. It will also allow us to gain a full understanding of your personal and financial circumstances and establish your financial goals/objectives.
Although we cannot predict the future we are able to help plan for your retirement with strategy that is tailored to you.
We will help you create a personal and unique portfolio that is suitable to your financial aspirations.
We recognise the value of your money, ensuring your portfolio is structured tax efficiently.
We appreciate and understand the vulnerabilities of life and the financial impact it may have on you and your family.
Planning for the unexpected ensuring your Business may continue should the worse happen.
We believe investing responsibly and sustainably are key components in helping achieve the future we all desire.