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We aim to provide comprehensive financial advice from a wide range of products and solutions, which are flexible in meeting your ongoing needs. We will always offer totally impartial advice, and be proactive in making sure that at all times your financial plan is geared towards meeting your needs, both today and in the future. Our aim is to support you with a relationship built on professionalism and trust, that you can rely upon wherever you are, and whenever you need it.
Investment Process |
Download 'Our Investment Process' To Help Reduce Portfolio Uncertainty
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?
Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals. Our Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match. Our investment strategies and solutions are designed to suits client’s needs, and are based upon a solid and well thought out Investment Process. Our portfolios are ‘risk managed’, targeting a level of risk defined by volatility - there’s a more detailed explanation on this within our Investment Process document. With quarterly asset allocation reviews, all of our portfolios are managed with and for consistency, and realigned at least annually to avoid any drift off-course. Click on the image above, and take a look at our Investment Process document to learn more about the range of portfolios which we provide, and how they are constructed and managed. It’s important to remember that prices can fall as well as rise, meaning that you may not get back the value of your original investment.
Appointing a financial adviser is an important decision, and for many people is the first step towards securing their financial future.
As professional financial advisers, our job is to make your money work for you, whatever your situation or your stage in life, so that you can live the way you want to. As you would expect from a professional firm of financial advisers, we have the depth and breadth of knowledge and expertise to provide practical, informed advice on your financial affairs. We understand that by appointing us as your financial advisers, you are placing your trust in us. We will:-
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Testimonials“During a period of economic uncertainty, Falcon Financial Planning has been instrumental in ensuring my investments return maximum value. With little knowledge of financial markets, I know my savings are in safe hands”
“FFP will never get rich on my custom but with their expertise and advice, my pot of gold is growing. Honesty and transparency is what they are all about”
“A reliable and courteous service. I have used Falcon Financial Planning’s services for more years than I care to remember and hold them in high regard.”
“It's really important to have expert advice from someone you can trust. I would happily recommend Falcon to anyone.”
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