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At the core of the “Implement” stage are the range of specially negotiated specialist services, which we have developed over the years. Investment Management service, Retirement Planning service and our Wills and Estate Planning service.
We will guide you through the full implementation process and explain everything in detail.
it is vital that the plan is regularly reviewed, monitored and tweaked to take account of the inevitable changes that will surely come to pass.
Changes in taxation, inflation changes, investment conditions are sure to change. As well as the inevitable changes in your personal circumstances. The ageing process alone gives rise to changes, which will need to be addressed in time.
Our comprehensive service ensures that we work with you and your family to ensure that your planning remains current and appropriate in the light of all of the above changes. We also want to help ensure a smooth low cost, tax efficient transfer of your unused asset to your loved ones when the time comes.
We have invested heavily in our administration and support services and our client care service is delivered using a bespoke set of system tools.
Managing Director and Financial Planner
Director and Chartered Financial Planner
Chartered Financial Planner
© 2019 Rafter Associates Financial Management Ltd.
All rights reserved | Rafter Associates Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register under reference 116031.
T: 01604 889073
E: enquiries@rafterassociates.co.uk
Rafter Associates Financial Management Ltd,
Spring Fields, 9 Spring Hill Farm,
Harborough Road,
Pitsford, NN6 9AA