Fresh Perspective Financial Planning
Fresh Perspective Financial Planning is an independent, chartered firm of financial planners that provides financial planning and wealth management services. They focus on clients' needs, offering advice and strategies for managing finances.
- Tax planning
- Estate planning
- Wealth management
- Charitable giving
- Financial planning
- Retirement planning
- Protection planning
- School fees planning
- Long-term cash flow forecasting
Locations
Competitors
Bourlet Consulting is a Chartered Financial Planning firm dedicated to helping clients shape their financial future.
Peter Harding Wealth Management is a Principal Partner Practice of St.
Montgomery Associates is a second-generation family business offering independent wealth management and discretionary investment services for private clients and their families since 1973.
Company Details
Fresh Perspective Financial Planning is operated by Fresh Perspective Financial Planning Ltd and is a Active company incorporated on 31 July 2012 with the registered office located in Corsham, Wiltshire. Fresh Perspective Financial Planning Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
2
Turnover
Unreported
Total Assets
£237.45K
Cash in Bank
Unreported
Total Liabilities
-£84.75K
Teams
2
Director • Joined Sep 2014
Director • Joined Oct 2012