37 Church Street, Frodsham, England, WA6 6PN

Financial Planning

Would you like to know now where you will be financially in a few years’ time? Our Financial Planning analysis can help you do this. Our specialists perform an in-depth and objective analysis of your finances and assets. These are then compared to what you want to achieve, which provides the basis for a detailed advisory meeting.

Financial Planning


Plan your Finances using our Financial Planning
They look at this from five different angles:
  • Optimising wealth
  • Planning liquidity
  • Evaluating risk
  • Reviewing your pension
  • Planning inheritance
What if?

A complete analysis also includes different individual scenarios: for example, we will calculate the impact of an inability to continue working, early retirement or major acquisitions on your wealth. A basic question is also how the structure of your wealth will change in future, from the point of view of liquidity.

Advice from our team of specialists

With the help of financial planning, you will receive important answers to all the questions relating to your wealth and lifestyle planning. Our specialists create an in-depth analysis to provide the basis for further decisions, and give you comprehensive advice.

contact Us Now

Contact Info

Address: 37 Church Street, Frodsham, England, WA6 6PN
Email: info@philpottbaker.com
Website: www.philpottbaker.com