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Why should you choose us for advice?   Because we tell you the TRUTH ABOUT MONEY - your money.

 

Most people suffer from ‘                                                                ’.  They’ve either bought or been sold a financial product here, and there and somewhere else, and end up with this basket of ‘things’ that may not be what they really need.  The planning is fractured because these products have probably been bought, if you’re lucky, with a general plan in mind, and if you’re unlucky, with no overall plan at all.  

 

These products can be anything at all, from savings plans to shares in companies to businesses.

 

In fact buying products is the last thing you may need to do, and buying the wrong products is just a waste of money.  We don’t concentrate on products.  We concentrate on telling you the TRUTH ABOUT your MONEY.  You will be surprised at the truth. And when you learn it, only then can you really decide what you want to do with your money.  

 

To find out the TRUTH ABOUT MONEY, call us today or email us now.

 

 

Maidenhead’s first Chartered Financial Planner, André Davidson of Finantium, advises individuals and businesses on long term  financial planning and relevant money matters and also offers financial coaching.

 

He has always been committed to increasing his skills and knowledge to better help his clients.  

 

Indeed, he took professional examinations in financial services before they became a compulsory requirement for financial advisers and was awarded the Life Insurance Association Gold Medal for examination excellence in 1994.

 

Since then André has taken many advanced examinations and is now a Fellow of the Personal Finance Society and a Chartered Financial Planner.

 

He has been a past Chairman of the Thames Valley region of the Life Insurance Association and is currently Chairman of the Thames Valley region of the Personal Finance Society.

Our Advice Process

 

Our advice process is made up of a number of steps:

 

1. Understanding You

 

If we are to provide you with meaningful advice, it is essential that we understand your situation as thoroughly as possible. In order to do this, we will need full details of your current circumstances.

 

At this stage, we will discuss your goals, aspirations, and what you want to keep or change about your current lifestyle and what you want your future lifestyle to look like.  Only when we feel that we understand you and what you want will we be in a position to tell you the TRUTH ABOUT your MONEY, and start helping you with meaningful financial planning.

 

2. Sharing the Truth About your Money with you

 

Using the information you have provided, we then share the Truth About your Money with you, in a way that is straightforward.  And we will help you to answer the questions that you will have identified above.  This is the crucial stage of the process FOR YOU.  

 

This is the stage at which your                                                                             is corrected.  If you are one of the lucky few who’s planning is fairly good, this stage makes clear the answers to the questions raised in the first part of the process, confirms that your current plans are working, and can identify, in advance, if there are likely to be some problems in the future.  We provide you with the ability to make decisions to change your financial future, if you don’t like what you see, today.

 

3. Putting Plans into Action

 

Once you have decided what you want to achieve and change, we will help you to put your individual plans in action. This is  implementation stage.   Products may not always be necessary for you to achieve what you want.  

 

If products are required, we research the products that we have jointly agreed are the ones for you and help you to put them in place.

 

Where necessary and at your request, we will liaise with your other professional advisers, such as your accountant or solicitor to ensure that our advice is in harmony with the advice you receive from them.

 

4. Reviews and Service

 

The establishment of a financial planning strategy does not represent the conclusion of  your planning, just the beginning. It is important that you constantly review your plans and solutions to  ensure they will still meet your needs and goals.

 

To this end, we recommend that you review them annually and we are able to offer our Review and Service package  to you to ensure that this happens.

 

The Review and Service package is available to you whether you have plans in place arranged through other advisers or whether we arranged them for you.

 

If you would like to find out more email us about the Review and Service package or call us on 0845 050 4815.