We are an award-winning, independent financial advice firm offering bespoke financial planning, investment and personal tax advice to High Net Worth Individuals and their families, Business Owners, c-suite professionals, Trustees and Executors.
For us it’s not about a one-off transaction, it’s about building a strong and lasting relationship through generations.
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Our private client team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals. We are the first firm to be dual accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
Financial planning is the process of identifying your long-term financial objectives, assessing your current position, and then establishing a strategy to get you there.
It is not a process that should jump to financial products or investment strategies but should combine in-depth conversations about your objectives and preferences with a wide knowledge of the tax, financial and investment landscape.
You should feel confident of your long-term financial position and what actions you need to take, whilst also being clear on the ongoing risks and how these can be managed.
Through our ongoing advice service, we then aim to monitor our clients’ strategies over time and adjust them according to changes in personal circumstances, legislation and economic factors.
We take pride in assisting our clients throughout the different stages of life in meeting their financial objectives and delivering the financial outcomes they are seeking.
Our private client team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.
"Natalie’s support has meant the world to us. She has helped us with decisions on retirement planning, investments after the sale of my husband’s business and tax laws. She has always taken into account our short-and long-term goals, such as planned expenditure and saving for retirement through investments." VouchedFor Feedback |
Why choose our financial planning services
We have been named the second-best advice firm in the FT Adviser's Top 100 list for 2023, Money Marketing’s Advice Firm of the Year 2023, STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the fourth year. We have also held the Gold Standard Award for Independent Financial Advice for over 10 years.
If you would like to know more about how our Private client team can help you manage, plan or invest for your future, please get in touch below.
Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us: In writing: The Compliance Officer, Forvis Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX By Phone: 0121 232 9500 By E-mail: mfp.compliance@mazars.co.uk The Financial Ombudsman Service is available to sort out individual complaints that clients financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk |
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