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email info@atkinsbuilding.co.uk
phone 01455 247 070

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Tenants: Financial Advisors

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one roof financial

At one roof financial we are passionate about helping our clients to really understand their financial position in order that we can help them set and financially manage their ‘life goals’ – which can include such things as funding children through private education & university, buying the dream house, early retirement or buying a holiday home.

Our service is more than just financial advice – it includes a personal ‘discovery’ meeting where goals and aspirations are discussed and set and the creation of detailed lifetime cash-flow planning forecasts. We really get to know our clients before we give them any advice and look to build relationships over the very long term. Annual review meetings are held to check that all arrangements remain appropriate and to ensure that resources are always being used in the most effective way towards achieving the stated goals, taking into account tax efficiency, risk profile and investment objectives.

Our financial service planning service is engaging and enjoyable (hopefully!) and we cover all aspects of personal financial planning including savings and investments, planning for retirement, protection against risk, wealth management and tax planning.

You only have ONE life - don’t hope for the best, plan for the best!

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S01: The Atkins Building
Lower Bond Street, Hinckley
Leicestershire. LE10 1QU

Phone 01455 636163
Fax 01455 617079
Contact Paul Allen
Website http://www.onerooffinancial.co.uk
Email .(JavaScript must be enabled to view this email address)
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