Financial Planning

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.

Financial Planning

Self is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them. Such independence from brokerage firms, investment or insurance companies, banks or mutual fund companies helps us achieve real objectivity. Fee-only advice allows us to keep the client first, at the centre of our thinking, since we are not selling any products or collecting commissions as a result of our recommendations.
Financial planning is essential but often neglected – people can spend more time planning a two-week holiday than planning the finances to live their lives. True financial planning means the integration of financial, investment, insurance, tax and estate data into a cohesive philosophy. This can seem complex and daunting at first, but the process of setting financial goals through thoughtful deliberation brings great benefits to clients. It liberates you but it also enables us together to identify and prioritise issues – and then to monitor these issues against the agreed plan. Our goal is to give you a “financial roadmap”, a plan of your journey towards the achievement of your financial dreams.