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- Without prudent financial planning financial objectives cannot be realised to the full. Whether planning
for the present or old age or for your family sound planning is paramount. Personal financial under-achievements
affect the quality of your life and that of your family.
- Nexia poyiadjis can draw on years of experience in this field. Our tax specialists and our life assurance,
and investment associates provide a range of services to assist private clients with financial planning and associated issues.
The firm has strong connections with specialist insurance and investment institutions, and is in a position to advise
private clients on personal life assurance and pension provision, family protection and disability cover, as well
as bespoke personal financial planning.
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The six key stages to personal financial planning are:
- gathering data on clients' current financial position
- establishing objectives
- processing and analysing information
- recommending a comprehensive plan.
- implementing the plan.
- monitoring the plan.
- Fees are agreed in advance and as we do not rely on commission we can provide impartial
advice concentrating on meeting clients' objectives in the most efficient manner.
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