WHO ARE FLOWERS MCEWAN LTD?
We are a professional financial planning practice based in Leeds. We are experienced Independent Financial Advisers, committed to serving our clients by providing an unbiased perspective on how to handle money.
We work on a fee basis, which means that you can be sure of our impartiality and independence.
Our directors possess over 40 years' combined experience and have considerable technical knowledge in areas such as Tax Planning, Investment Management, Pensions, Savings, Life Assurance and Financial Planning.
WHAT IS OUR PHILOSOPHY?
We offer a conservative approach to financial planning and investment. We seek to minimise risk, costs and tax whilst enabling you to achieve your financial goals and objectives. We prefer to keep things simple. The overriding objectives of our service are for you to experience peace of mind, financial organisation and good decision-making regarding your finances.
Peace of mind - we seek to teach an approach to finance which results in realistic expectations and good understanding, removing worry about your finances.
Financial organisation - we seek to help you get your financial affairs in order. This means that undue risks are avoided, opportunities can be taken, and tax & charges reduced.
Good decisions - "a decision thoroughly researched is rarely regretted." High quality advice and careful decision-making processes to help you make good choices.
HOW CAN WE HELP YOU?
We can advise you on how to:
Invest your money
Manage your financial affairs
Organise your giving
Plan for retirement
Deal with tax
Provide for your dependants
Deal with borrowing
We can work in association with your other advisors, insurance brokers, investment brokers, tax planners, legal advisers and accountants.
WHO CAN WE HELP?
We can help you if you fall into any of the following categories:
You have investments or pension funds with a total value over £500,000
Your financial affairs are complex and you need fee-based advice
You are a private individual, small business or a trustee of a charitable trust
(Even if you don't fall into any of these categories you may still find it helpful to contact us and also to refer to our related website: www.fairfunds.co.uk)
A METAPHOR TO EXPLAIN
Just as you might go to your GP for a health-check or with specific health problems; as your GP would build up an understanding of your health and history he or she may, in turn, bring in specialists to deal with specific issues: so you would approach us for a financial health-check. We would build up a holistic picture of your financial circumstances and health. We would then bring in other specialists as necessary - solicitors, accountants, stockbrokers and so on.
Just like a GP, we provide a single point of contact with someone whom you can trust and know: someone who, in turn, knows how to get you the very best available solutions from the financial marketplace.
Contact us for an initial discussion without any obligation.
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