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YOU ARE THE FOCUS OF OUR BUSINESS: YOU, YOUR LIFE, YOUR FAMILY AND YOUR FUTURE.
A full understanding of your current and desired financial position is the foundation of your financial plan. This should ensure that all your future needs and wishes are met. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline.So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is only the start of our journey together though. Preparing your plan to meet your goal is, we believe, the beginning of long term relationship. We want to ensure that you, your family and your assets are protected, and help you build a brighter, more secure future.
Holistic Financial Solutions is a strategic asset in your financial planning. Along with our Partners we have a long track record of helping clients set and achieve financial goals – personally and professionally – we’ve sustained a standard of excellence for over 30 years.
Thomas Flavell & Sons are solicitors specialising in conveyancing, wills and probate, administration of estates, family law, and company and business matters.
The good news is, having your financial planning affairs dealt with through Holistic Financial Leadership Advisory Services, you have access to HFL Accountancy who can assist you with numerous aspects of tax planning and advice.
As a part of the “no cost” service provided by Standard Life Aberdeen, you will also receive a personalised “Your Path” report and a follow up telephone review with your HFL adviser.
Standard Life Aberdeen Employees. Executive Care
You currently may receive some advice through your company on your rewards and benefits you have with them. However you may feel you need a little extra help.
WHAT DO THEY THINK?
I just wanted to drop you a line to give some feedback on Brenda Santimano and her team at HFL. As well as providing finance advice to me as part of my leaving ********, they are also helping me with my new company set up and associated accounting. I’ve found Brenda and her team to be excellent in all that they do, and I’m pleased that ******** recommended them to me.
Self-isolating? Get your house in orderSELF-ISOLATING? GET YOUR HOUSE IN ORDER. If there’s one thing I have taken from the last few weeks, it’s the realisation of how little we are all really in control. It’s a leveller. No matter who you are, or how much money you have – none of this is optional […]
Summer Statement 2020
Single Accountants Impact
Macmillan Coffee Morning – Bake offLet the bake off begin!
INDEPENDENT FINANCIAL ADVICE
What is Independent Financial Advice?
Firms providing financial advice can offer products from:
- The whole of the market
- A limited number of product providers
- A single product provider
Independent Financial Advice offers advice on financial products from the whole of the market and so they are not limited or tied to any particular provider. Independent Financial Advisers offer true independent advice and are obliged to offer their clients the option to pay a fee for advice as an alternative to commission.
Independent Financial Advisers are regulated by the Financial Conduct Authority (FCA) as are all financial advisers who provide regulated advice.
Individuals and businesses commonly consult Independent Financial Advisers on a wide range of financial planning matters including pensions and retirement planning, savings and investment, mortgages and protection. Some I.F.A. practices specialize in areas such as commercial finance (commercial finance is not regulated by the FCA), life time mortgages and specialist investment advice such as Buy to Let purchase. (Buy to Let mortgages are also not regulated by the FCA).
Online Tax Return Deadline
31st January 2021
Pay the tax you owe
31st July 2020 – (COVID extension until 31st January 2021)
Expected October 2020 – yet to be announced
Brexit Key Date
31st December 2020
End of Financial Year
5th April 2021
HOUSE PRICES HAVE RISEN
BETWEEN 2015 – 2017
AVERAGE COST OF CARE HOME
FEE IN THE UK
NO OF COMPANIES EXPECTING TO STAGE FOR AUTO ENROLMENT IN 2017
Holistic Financial Leadership,HFL House, 1 Saxon Way, Melbourn, Royston, Hertfordshire SG8 6DN
Our main office is based in Melbourn, Cambridgeshire but our advisers offer appointments from our offices in London, Edinburgh, Aberdeen and can also meet at your place of work or your home.
Financial Ombudsman Service (FOS)
Consumers in the UK benefit from a range of protections including access to the Financial Ombudsman Service (FOS). FOS is a free service for consumers that helps to resolve complaints that clients and financial services business cannot agree on. To find out more about the service, visit www.financial-ombudsman.org.uk
Financial Services Compensation Scheme (FSCS)
Consumers in the UK also benefit from the Financial Services Compensation Scheme (FSCS). The scheme is the compensation fund of last resort for customers of authorised financial services firms who are unable to meet their commitments. Further information about the FSCS can be found at www.fscs.org.uk