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How We take Care of Your Finances

PFD Financial Services Ltd offers financial advice to individuals and businesses specifically designed around their individual circumstances.

We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.

Depending on your instructions, we will then perform a 'needs analysis' built on your current situation and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short-term financial strategy to a lifetime financial plan, followed up with regular reviews.



Financial Planning process

1. Getting to know You

To adapt the plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet your financial goals.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.

You might like to look at our Life Stages guide, which could be helpful when considering various commitments and events during the phases of your life.

PFD Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.
The Financial Conduct Authority does not regulate Inheritance Tax Planning

Please read our Privacy Notice before contacting us

01959 701704  9am - 5pm, Mon-Fri

admin@pfdfinancial.com

Registered address: 36/38 Westbourne Grove,
Newton Road,
London W2 5SH.

Registered in England & Wales number 2643257.