Vanmark Financial Services
Financial Planning
Financial Planning
Why is financial planning important?
Navigating long-term financial planning is fraught with unique complexities and difficulties. At Vanmark, you can rely on straightforward advice tailored to your unique situation. The motivations and aspirations of any two individuals are never alike and it is our personalised approach that best overcomes this obstacle.
Our three step process
Our financial planning is targeted on three essential aspects, with a corresponding step in our process for each: defining your goals, evaluating their viability, and putting an action plan in place.
Step One
For the initial step, our expert financial advisor will meet with you to understand your current situation and your future goals. This initial meeting is about clearly defining and delineating both where you are now, and where you want to get. The discovery session is about:
– Aspirations
– Motivations
– Long-term financial objectives
Step Two
With your goals firmly pinpointed and your situation fully assessed, we can then guide you through a financial clarity session. Here, we will provide you with a straightforward, honest evaluation of your goals. Future financial planning typically involves a gap to bridge but helping you overcome that challenge is where we excel. We can look at financial strategies for achieving your goals.
Step Three
Having assessed your goals and evaluated your situation, we can put concrete plans in place to see your dreams through to reality. We will compile a report with your unique plan, detailing tangible timelines and all the advice you will need for implementation. This step aims to provide you with the confidence and the clarity you need to see your goals through.
Our advisers explain everything in a language that’s easy to understand.
With years of experience as financial planners, we understand the need for clarity and certainty is more important now than ever. To find out more about our financial planning, get in touch to speak to an expert.
Contact
Office
Tel: 01865 959099
Email: info@vanmarkfs.com
Main Office: Willowbrook, Oxford Rd, Frilford, Oxfordshire, OX13 5NU
Satellite Office: 1 Elmfield Park, Bromley, Kent, BR1 1LU.
Contact details for Jonathan (Financial Advisor)
Tel: 07983 118918
Email: jt@vanmarkgroup.com
Contact details for Chris (Mortgage Advisor)
Tel: 07535 225340
Email: chris@vanmarkgroup.com
