We believe in offering a high-quality service that looks after your best interests over the longer term, not just today. Effective financial planning can have such a positive effect in helping you to achieve your goals in life. We are 100% committed to making sure that the planning we put in place is successful. This can only be achieved through continuous monitoring. Your needs and priorities will change over the years and it is so important to make sure that your financial planning adapts with you.
Where can you find on-going open, honest financial advice that is good value and in your best interests?
If we are to offer a service that meets these requirements, how can we ensure that we cover the cost of our time?
We have tailored a range of review services to ensure that we can fit in with your requirements, making sure that you receive the level of care that is right for you.
Before you subscribe, we will provide you with a Work Schedule that will detail all of the relevant items that we will include in your review process. It is possible to exclude or add certain items, by agreement.
Click here for full details of the services we offer and the cost of those services.
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Perredon Financial Solutions Ltd is authorised and regulated by The Financial Services Authority. The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards or some forms of Mortgage, Tax Advice, Offshore Investments, Long Term Care, Estate Planning.
The tax reliefs referred to throughout this Internet site are those currently applying to the United Kingdom to UK Tax Residents. These tax relief's are liable to change. The value of any tax relief available will depend upon the individual circumstances of the tax payer.