ASM Financial Planning

We are a proactive firm of advisors providing impartial and honest advice. Our reputation has been built on providing straightforward and jargon free advice to both individuals and businesses. Most of our client relationships have been built over a period of years and this allows us to help our clients achieve their financial goals by providing app... ropriate advice as their circumstances change. Our recommendations are clear, concise and easy to understand. What is the benefit to our clients? The benefit is clear financial direction. To achieve this we need to have a full understanding of your financial position, needs, wants and aspirations to enable us to identify your short, medium and longer term objectives. This enables us to provide suitable solutions for you now which can be adjusted as your plans or your life changes. Are we Independent or Restricted advisors? We continue to provide Independent Financial Advice as we believe this is in the best interests of our clients. We regularly review our advice processes to ensure that they are compliant, consistent and we endeavour to deliver the best outcomes for our clients. We base our recommendations on the most appropriate course of action for your particular circumstances. We do not have any restrictions on the financial advice which we provide on investment products. If you click on the Latest News tab at the top of this page you can find a copy of our Client Agreement which details the different types of advice which we can provide you with, our advice processes, ongoing service options and details of our remuneration options together with your rights as a consumer.Read More