How our process works
Our first meeting
Our initial meeting is for an informal look at your current circumstances to enable us to see what your financial objectives are. We will then establish how we can help you achieve those objectives.
A holistic approach
We take a holistic approach to the advice process. The client relationship is is core to our values and proposition. This means we understand everything about you – your circumstances, your financial responsibilities, your attitude to risk and your goals. With this approach we can help you make a realistic and secure plan for your financial future.
Retirement Planning
Investments
Personal Advice
Corporate Advice
We will always be here for you.
Keeping in touch
As your plans progress we will stay in touch to review your progress. You are encouraged to contact us as often as you need, with any questions you might have. It is important that you feel security and trust with Hood Financial Planning. Our ongoing review process ensures you are kept up to date and that your financial planning remains on track.
Talk to us about your goals
If you would like to discuss any of the services we offer, whether it be retirement planning, investment planning or any of our other services, please call or email us. Click here for our contact details.
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Hood Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No: 8362756
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk