Financial planning is about making sure that you have a clear understanding of what’s most important to you in life, and why it’s important. We’ll help you to identify, achieve and maintain your desired lifestyle, with the support of a financial plan and an independent voice that challenges you to make the right decisions.
Through our client-focused approach, we identify and capture your goals, dreams and aspirations so that you can achieve the dream life you deserve.
Our process begins with a thorough discussion of personal objectives and financial goals to ensure we understand you and your aspirations.
We then utilise our unique cashflow planning software (as well as our decades of expertise), to assess your current situation and to provide you with a report which will set your mind at ease about the future.
You will end up with a cashflow plan which we will review at least annually and adjust every time we need to.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements
Archway Financial Solutions LLP is a Limited Liability Partnership.
Registered in England and Wales No. OC316476. Registered Address: 3 Pine Close, Ferndown, Dorset, BH22 9QX.
Authorised and registered by the Financial Conduct Authority. We are entered on the Financial Services Register No 448076 at https://register.fca.org.uk/.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123.
Address: 208 Smartbase, Target Road, Aviation Business Park, Christchurch BH23 6NW
Phone: 01425 600616 (All calls to and from our landlines and mobiles are recorded to meet regulatory requirements)
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK