Financial planning, not just financial advice
At Foinaven, we take a holistic view of your finances rather than focusing on one ‘problem’ at a time. So, rather than simply aiming to sell you products, we’ll take into account the bigger picture and help you put a plan in place so that, ultimately, you can afford to do the things you want to do, when you want to do them.
The overriding idea and philosophy behind our service is to give you a clear and consistent view of your assets and income throughout your life, so you never run out of money.
Building fruitful relationships
We always aim to be open and honest, so we’ll take a little time to find out if we can work together. That’s why your initial consultation will be completely free. We’ll listen carefully to what you want to say before helping you put a plan in place that will meet your needs. You’re encouraged to ask us lots of questions, so we can help you make the right decisions.
From planning for your retirement to planning for the unexpected, we’ll make sure everything’s covered, so you feel fully in control of your finances – and your life.
Keeping in touch with open access
As a Foinaven client, you’ll have open access to your Financial Planner and our wider team, who’ll provide you with bespoke, personal service in the long term. With regular updates and review meetings, we’ll make sure you’re kept up to date with developments in the wider world that might affect you, such as changes in taxation, as well as addressing any changes in your personal or business circumstances.
Where we work
We’ve recently moved to new offices in Ashbourne, Derbyshire. We work with individuals and businesses across the East Midlands, West Midlands and South Yorkshire, generally within a 50 mile radius of Ashbourne. You’re welcome to visit us at our offices, or we can visit you at your home or business premise if that’s more convenient.