Our Packages.
NFP have developed a range of financial services, tailored to meet each of our client’s financial life stages. Our service packages are flexible, easily understood and priced competitively. At every stage we seek to provide our clients with the greatest opportunity to protect and grow your wealth.
How we ensure that you achieve your goals
Meet and identify your current position and existing arrangements
Complete a detailed client profile and financial review
Understand what you want to achieve and when, including your specific personal and professional goals and objectives
Design for you an effective strategy, detailed to you in a report outlining our specific recommendations involving the adjustments needed to your present course
Implement your wishes
Check your progress and report regularly so we can constantly focus on your goals and objectives
Work with your solicitor, accountant or stockbroker. Our aim is not to replace them.
What you will receive from us
You are assured of reliable and professional advice
Honesty, integrity and confidentiality in our business relationship
Our advice will always be sound, objective and in your best interests
We will recommend investments and strategies that are tailor-made for your requirements
We will provide our recommendations in writing, in simple easy to understand terms.
Regular communications, updates and reviews of your portfolio
Introduce new concepts and ideas as they evolve, relevant to your business and personal situations