At PFP Wealth we help our clients create their plan for a successful financial future and we articulate this with the following sentence.
"Live for the moment but plan for tomorrow so that when the next moment arrives, it's worth living…" Keith Humphrey, Managing Director.
Simply put, we will take you into your future and consider all the things that you want to happen and some things that you hope don’t!
The various financial outcomes of this future form the basis of a Financial Wellbeing Plan which we will review with you on a regular basis.
Because things change. Taxation and law change. Financial products change. And your priorities and circumstances will change.
PFP Wealth will respond to these changes by guiding and supporting you throughout your financial life to ensure your financial plan delivers the outcome you expect.
PFP Wealth is a UK wide Practice with offices in Yorkshire, Wirral, the Cotswolds, and Northern Ireland.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.