Financial Planning

Financial Planning is an integral part of Financial Outsource. This connection allows us to offer a unique integrated service combining tax and financial advice for both individuals and businesses.

At Financial Outsource Financial Planning we are fiercely proud of our independence, and are fully committed to providing you with impartial advice. We will always endeavor to act in the best interests of our clients, and believe strongly in being open and honest in all of our dealings with you. By doing so we aim to build a productive long-term relationships.

Our Approach

Our clients tell us that they value honesty, integrity and service as much as the knowledge we apply to their financial affairs.

We aim to deliver these four key qualities of service by:

  • Focusing our advice on what you want to achieve now and in the future.
  • Providing bespoke solutions.
  • Doing what we say we will do.
  • Communicating and explaining the strategies we recommend in straightforward language.

Your contact will be with a dedicated team. This allows a long term relationship to develop. We pride ourselves on a very low level of staff turnover, offering you stability and a constant point of contact.

We always aim to provide value for money for our clients. This can either be through direct financial benefits such as reducing costs, saving you tax, or through less tangible benefits such enhanced take-up and appreciation of the benefits provided for staff.