Phone: 028 3026 7768Fax: 028 3025 6220
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Financial Planning is the basis on which individuals and businesses make decisions to secure their financial future. It is the process of helping you meet your financial objectives.
Financial Planning will not tell you what your objectives should be, but it will tell you how to prioritise them and meet them. Your financial plan will be reviewed as your circumstances and objectives change.
WHAT MAKES US DIFFERENT?
The most important thing to us is to help you look after your finances, which is why we integrate Financial Planning with Tax Planning to provide a complete Wealth Management Service.
Whatever your starting point, we can help you accumulate, protect and enjoy your wealth.
OUR ADVISERS
Kevin Curran
kevin.curran@executivefp.co.uk
Kevin has twenty years experience in financial services beginning as an investment analyst with a London stockbroker and working most recently as a financial advisor for a leading national accountancy firm.
Although experienced in all areas of financial planning, Kevin now specialises in Investment and Inheritance Tax mitigation. He works predominantly with personal and corporate clients introduced by accountancy firms and legal practices.
Gary Neill
gary.neill@executivefp.co.uk
Gary has been in the financial services industry for twenty years, predominantly providing specialist pensions advice to corporate and high net worth clients in conjunction with accountancy firms.
He holds the advanced pensions qualifications of the Personal Finance Society and is a Registered Pensions Transfer Specialist. Gary is also qualified and authorised to provide advice on all other aspects of financial planning to both personal and corporate clients.
Executive Financial Planning is a trading division of Autoline Insurance Group which is authorised and regulated by the Financial Services Authority.
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