Somborne Financial Planning is a family run business based in the heart of the Test Valley. We offer a comprehensive range of financial planning services and are passionate about helping you achieve your financial aspirations.
We want to build long lasting relationships with you to ensure that the financial plans we create at the beginning of that relationship are nurtured through to their fruition.
An initial meeting is offered to provide you with an opportunity to meet us and to quiz us on the services we provide, and to enable us to gain an understanding of your financial position and potential advice need. This meeting is free of charge and without obligation on either side.
We work collaboratively with you taking time to fully understand your ambitions and concerns. Only once we have a detailed understanding of your finances and aspirations do we construct bespoke financial plan tailored to your needs. This plan gives you a detailed review so you understand exactly where you are now and then highlights areas of potential weakness and opportunity. Actions are implemented in accordance with agreed priorities and a review process put in place to monitor progress, and ensure continuing suitability.
Most of us are guilty of sticking our finances to the back of our minds or the bottom of a drawer! With our ongoing review service, you can be sure they are at the forefront of our minds.
At every stage any fees and commissions are fully disclosed and agreed prior to any chargeable work being carried out.