We are always being told by our clients that they did not set out with a 'Plan to Fail' with regard to their financial aspirations. However, the biggest obstacle they need to overcome is that they simply Fail to Plan.

After enquiring further, we find that most clients have never had a full financial planning review with a qualified adviser. Many of our clients have had a mortgage review or an insurance protection review but never a full financial review. At Menai we firmly believe that all of your finances are linked and that by undertaking a full financial review you will achieve so much more than you ever could without planning.

As part of our service should your needs go beyond a solution to your mortgage and protection and therefore include Investment advice for Retirement or Savings and Investments then Menai will be happy to refer you to Nigel Roberts of Element FPM to discuss any of the following areas:

Savings Retirement Planning Investments