Business Name
John Fogg Financial Planning
John Fogg Financial Planning
john.fogg@sjpp.co.uk
07789967888
07789967888
http://www.johnfogg.co.uk
I help individuals, families and businesses to grow their wealth, protect their wealth and pass on more wealth to their families as tax efficiently as possible.
I often get asked what a financial planner does, it is an important question to answer.
There are 3 main areas to my role as a financial planner.
Firstly and most importantly is the "life planner". This is where I get to know you and we discuss your hopes, dreams and goals for the future. I was once told that you wouldn't start a journey by working out which mode of transport to take, you always start with the destination in mind. The same is true of your finances.
Secondly is the financial planner, This stage involves the detail, We find out where you are starting from and paint a picture of your milestones and what you need to achieve them.
Last but no means least is the financial advisor This is where I build out the plan with specific recommendations to maximise your chances of reaching your goals.
With the above process and regular annual reviews my process makes sure that you have the right plan in place and it remains relevant through your life.
If you have any questions or would like an informal chat then please give me a call.