Our financial advice is designed to ensure you get the best from your investments, enabling you to reach your financial goals.

In today’s world, it is becoming increasingly difficult to plan for a financially-secure future. You may have plans in place for your financial future, and no doubt these were based on good advice at the time. However, demands on our finances are increasingly challenged and it is all too common to encounter setbacks along the way.

It is a good idea to review your plans regularly to be sure your finances will deliver your desired lifestyle. When it comes to securing your financial future it is reassuring to know everything is on track. Adler Financial Planning work closely with you to create a tailored financial strategy that is aligned with your personal circumstances as well as your attitude to financial risk. We provide you with expert financial advice and access to a range of products to help you gain financial independence.

With Adler Financial Planning you will have your own dedicated adviser who can help you answer critical questions such as:

  • Are my investments working as hard as possible for me?
  • Will my pensions and investments achieve the lifestyle I have planned for the future?
  • What preparations should I be making to help minimise a potential Inheritance Tax bill?

We can offer you practical financial advice to help you answer these questions and talk you through what solutions are best for you and your family.

Financial review

We offer new clients an initial meeting at our expense, whether private or corporate. The review service provides an overview of your current financial situation, followed by recommendations on how potential improvements can be made.

Retirement Planning

Our advisers work closely with clients to go through all the retirement options available and, help them make an informed decision about the right retirement set-up . Topics covered include lifetime annuities, lump sum payment, capped draw-down, fixed term annuities, flexible annuities and flexible draw-down.

Online Investment Platforms

Our investment platforms utilise the latest technology to allow clients to view all of their investments and valuations together at any time. They are secure, online accounts that bring together all of your investments such as your pensions, bonds, Unit Trusts, etc. allowing you to view them in a single place. The choice of platform will depend on the features needed and will then be based on the most cost efficient solution, whether that is from a proprietary firm or by using our own completely independent Freedom platform.

Business and Family Protection

We offer a variety of protection products including business/family protection and life insurance. We work with you to find a solution that is entirely tailored to your personal circumstances, ensuring you and your family are protected for all eventualities such as critical illness, death or the inability to work due to incapacity.

Estate Planning and Wills

We offer an estate planning service, whether you require a simple Will or a more complex document which covers inheritance tax planning or estate preservation and succession planning. All of our services will be paid for by way of fees. You will always be aware, in advance, of what charges or fees apply to the advice and planning that we provide. Some fees may be subject to VAT.

Will I have an initial assessment?

Your financial advisor will go through all of your options with you during an initial consultation. At this point, they will be able to determine whether or not your investment portfolio matches your current and future goals and if it is tax efficient. You will also have the opportunity to discuss investing on behalf of your children and, if you have future costs such as school fees or retirement, we can advise on meeting these within the desired time frame.

Where will this take place?

We are happy to work around a schedule that is most convenient for you and can arrange a meeting at your home, place of work, in our various offices or over the phone.

Must I divulge all of my personal information?

By not providing all your details we are greatly limited as to how much guidance we can give. We take the security of all customer information very seriously and have the latest ‘encryption’ technology in place.

How do you invest my money?

This depends on your individual circumstances, however in general we look to diversify your investments using a blended approach of active and passive management:

  • Active managers rely on research, forecasts and judgement in selecting securities to buy and sell, believing they can outperform the market.
  • Passive managers assume the markets are ‘efficient’ and that stock picking adds more cost than value, so track the market at a lower cost.

Adopting a blend of both strategies can give our clients the best of both worlds.

We aim to provide value for money at all times, remain transparent with regards to all costs and fees and leave no hidden surprises. By utilising investment platforms we are typically able to gain access to the lowest priced funds with the fund management industry, which keeps the overall cost of your  investment management at its possible lowest.

The key to our success is flexibility. Keeping you up to date via regular communication and ongoing advice regarding your investment and global trends means you can react quickly and adapt as needed, maximising your potential gain.

From the initial consultation, our expert independent advisors and financial planners put you first. Finding you the right investment solution is at the heart of our relationship. Whilst no decisions will be made without your final say, we will provide information and guidance through every step, ensuring you make the right choices for you and your family, and giving peace of mind that you are in good hands.

Get a Quote

Explore Further