Wollens Financial Planning has a clear purpose: to make your money work for you
We have established our financial planning service to provide you with quality, impartial advice of the highest professional standard. We offer fee-based financial planning and wealth management advice to private clients and charities.
Financial planning is a long-term activity that aligns your personal goals to your financial situation. By taking an holistic view of your financial position we create a plan that is unique to you.
There are a variety of reasons our clients seek the advice and expertise of a financial planner:
- Planning for your retirement
- Passing on your wealth, including the appropriate use of trusts
- You have received an inheritance
- A life changing event
- Selling your business
- You are a time-poor entrepreneur
- You’re building your wealth
Regardless of why you need a financial planner, what matters is that you get the right advice and guidance to help you prepare for your financial future and achieve your lifetime goals. Our service begins with a full appraisal of your current financial position and future plans. We then, where appropriate, use cash flow forecasting to model your income and expenditure against your goals and aspirations, taking into account your values and attitude to risk. It is this financial planning process that forms the basis for the creation of your investment portfolio. We recognise that no two clients are the same, and nor are any of the solutions that we offer – we believe this represents an unusual but refreshing approach to financial planning.
An essential part of our service is to ensure you remain on track to achieve your plans. At your annual review we will discuss any changes to your situation and requirements as well as maintain oversight of your investment portfolio, ensuring it remains fit for purpose.
We have considerable expertise in a wide range of services:
- Cash flow forecasting & scenario modelling
- Retirement planning
- Investment and wealth management
- Tax and business services
- Estate planning
- Protection and insurance
- Social impact investing and philanthropy
- Care fee financial planning guidance
Your plan is likely to include some, or all, of these planning matters.
We employ a talented and highly qualified team of financial planning experts. Our team-based approach to planning genuinely encourages creativity. Working alongside our in-house tax and business services team allows us to provide a multi-disciplined approach to protect, maintain and enhance your wealth.
Wollens CEO Chris Hart said: “Legal work often runs in tandem with financial planning and we want to be able to offer our clients holistic advice that we knew we could trust. Wollens Financial Planning continues to go from strength to strength and we are delighted that we have built a strong and reputable financial planning service working with Paradigm Norton.”
Wollens Financial Planning is jointly owned with Paradigm Norton Financial Planning. We seek to work with others where we have determined that our partners can create for you more added value than we could on our own. We insist that our partners work with you on a fee basis which also ensures their impartiality and transparency. It is our job to ensure that our partners work to the same exacting standards as we do.
North, South, East or West. Wherever you are, we’ve got you covered. Contact us today for an informal chat, without obligation. We look forward to hearing from you.
Torquay: 01803 213251
Exeter: 01392 274006
Barnstaple: 01271 342268
Newton Abbot: 01626 332266
Dartmouth: 01803 832191
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Financial Planning Enquiry
Wollens Financial Planning is a joint venture with Paradigm Norton and Wollen Michelmore LLP.
It is a trading style of Wollen Michelmore Financial Planning Ltd, which is an appointed representative of Paradigm Norton Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Wollen Michelmore Financial Planning Ltd FCA registered number 400890. Paradigm Norton Financial Planning Ltd FCA registered number 455083. Wollen Michelmore Financial Planning Ltd Registered Office: Paradigm House, Macrae Road, Ham Green, Bristol BS20 0DD. Registered number: 5081337 England. The FCA does not regulate Trusts or Cash Flow Modelling.