This is an entirely fee-based service that takes a
comprehensive, holistic approach to the expert
management of the client´s financial affairs, and to
the provision of a top-class personal service.

This service begins with a fact-finding process in order
to fully understand the client´s individual needs.
We work with highly recommended and locally-based
solicitors and accountants who assist us in our research
where appropriate. This process culminates in the
agreement of a financial plan with the client.

Ongoing benefits include unlimited telephone and email
access to your personal adviser; face-to-face meetings
whenever required; and regular reviews to examine
investment performance, and, if necessary, to make
portfolio adjustments.

The wealth management service may take many aspects
of financial planning into consideration, including:

Park View Financial Planning
Park View Financial Planning Ltd,
61 Alexandra Road,
Lowestoft,
NR32 1PL
Telephone: (01502) 515383
Email: info@pvfp.co.uk

Portfolio management
Retirement planning
Inheritance Tax planning
Offshore investment planning
Onshore investment planning
Trusts

Our wealth management service is designed to meet the requirements of
clients who have more complex financial planning requirements, or who
own substantial assets that need managing and reviewing on an ongoing basis.