Enjoy a solid investment plan that has room to evolve as your needs do
You may not be able to predict the future but, with the right investment partner, you can be prepared for whatever it may throw your way. Your investment portfolio should not only couple your unique ambitions with a proven approach designed to grow returns and reduce risks, but it should be managed by a dependable team that can be there with you through each phase of your life.
Marc Maddison
Senior Wealth Planner DipPFS
Providing clarity to help you achieve your financial goals
With the world continually changing, it can be hard to gain a clear view of seemingly distant financial goals, let alone work out how to achieve them.
With NFP, you will receive an adviser that knows how to help you put your plans into practice and keep track of possible challenges, from the bigger picture all the way down to the smallest, most intricate details.
What can you expect from our investment team?
There’s a lot to think about when developing and implementing a bespoke financial investment strategy. Our support puts you and your goals at the heart, giving you a personal service that makes building your financial legacy simple and hassle-free.
Understand
We’ll sit down with you to get to know more about you, your aspirations, and long-term financial goals. This allows us to fully understand your situation and what you’d like to achieve.
Design
After discussing your situation and needs, our team will ensure your support and advice is fully designed around helping you to achieve your unique investment goals.
Implement
Once we’ve discussed how you want to reach your financial goals, we’ll fully implement and monitor your investment plan to ensure it adapts and remains fit for purpose.
Review
Your dedicated financial planner will have full, long-term oversight of your plan and investments, and will be here to discuss any questions you may have about your plan.
Smarter investment decisions
With comprehensive investment plans to cover key concerns, we can help you prepare for the unexpected, seek smarter avenues of investment, and secure your financial future without taking unnecessary risk. No matter where you’re coming from, we’ll help you stay on track to where you want to be.
Managing your portfolio
Your adviser will have full oversight of your portfolio, allowing them to regularly assess and optimise your investment performance, ensure your strategy remains aligned with your objectives long-term, and help improve your financial standing.
A PeopleFirst service, supported by technology
Your hard work deserves the reward of living the life you’ve always wanted for yourself and your loved ones, with the peace of mind that your financial future has been meticulously planned, understood, and regularly reviewed. Our financial MasterPlan technology will be able to do just that, allowing you to understand:
- When you can afford to retire
- How long your money will last in retirement
- What standard of living you can afford in retirement
Request a chat with one of our investment specialists
To see how we can help you take control of your investments and your future, request a chat with one of our financial planners.