A Very Personal Financial Planning Service
At B&C Financial Planning, we are passionate about helping you achieve the life you want. We work closely with all our clients to understand what is important to them and what their future life should look like. We will spend time getting to understand what money means to you and help you plan and structure your finances, in order to give you the reassurance of knowing your affairs are in good order. We provide peace of mind.
We form close and long-lasting relationships with all our clients and our aim is to create your bespoke financial plan specific to your needs that is reviewed and updated on a regular basis.
We are here from your first home purchase to retirement planning and legacy funds, with everything in between. We have supported generations of families with our dedicated financial planning services by creating personal financial plans which work for you.
How will we help you..?
Our team offer a range of services to help you fulfil your personal ambitions. We encompass all areas of financial planning including investment and pension advice, estate and tax planning mortgages, property purchase investing and life/income protection needs. We will tailor your service package to suit your immediate and future needs and preferences.
Our initial discussion is offered at no cost to you, during which we will seek to understand what is important in life and money to you. We will describe our services and how we work more fully, explain the costs and payment options in order to better understand if we can work together effectively, to provide you with what is important.
From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.
Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!,