Wealth and Money Management Awards 2019

Wealth & Finance International - Wealth and Money Management Awards 2019 7 ensures the clients can relax and get on with their day-to-day life safe in the knowledge they are on way to achieving their goals. Looking to the future, Victoria Brown Financial Planning Limited will continue to strive towards providing its clientele with the exceptional standard of personalised support and service that they have come to expect and rely on. Company: Victoria Brown Financial Planning Limited Contact: Victoria Brown Website: https://victoriabrownifa.co.uk After more than 20 years in the financial planning industry Victoria Brown set up her own company, Victoria Brown Financial Planning Limited, to provide clients with the expert advice and support they need to feel secure in their finances. A young company, the practice aims to offer a personalised service that is often overlooked by larger financial planning organisations. Today, Victoria and her expert team provide support on all areas of financial planning with the exception of DB transfers. Specialising in pensions and retirement planning, the team can also offer advice on investments, mortgages and protection. Victoria herself is a qualified IFA and is qualified in supporting clients undertaking an equity release. Such specialist knowledge and expertise allows the firm to work with a diverse range of clients and meet their individual needs no matter how niche they may be. What unites these clients is the exceptional standard of support they receive when they work with Victoria Brown Financial Planning Limited. Victoria believes in a holistic approach to financial planning, and as such she works with her clients over the long-term, building and implementing their financial plans to achieve their goals and objectives. As such, she and her team work with clients from the very beginning to understand their needs and integrate these into the long-term plan for their finances. The initial advice process involves not only looking at the clients plans and investments, but on assisting them to define their life plans and objectives. This allows the firm’s team to plan around these aims and assist clients in achieving lasting stability. By working closely with her clients Victoria is able to ensure that they fully understand the financial vehicles and products they are using and how to make the best out of their money. The team constantly seeks to ensure that the clients are educated and understand their plans and the pensions and investments behind the plan, which “The initial advice process involves not only looking at the clients plans and investments, but on assisting them to define their life plans and objectives.” Victoria Brown Financial Planning Limited is a boutique financial planning firm dedicated to providing a bespoke approach that will meet the needs of a variety of clients. We profile the firm to find out more about how it came to win one of our prestigious Wealth & Money Management Awards for 2019. Best Emerging Financial Planning Firm - Scottish Lowlands Victoria Brown Financial Planning Limited Jun19442

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