Financial Planning

Financial planning involves assessing your financial objectives and your attitudes to risks, including risks to health, investment risk, and the risk of inflation.  We will make assumptions about the future returns you could obtain from your portfolio.

We will assess your assets and liabilities, your tax and NI contributions.  We will discuss your income and outgoings, and look at ways of making your money work harder for you.

We may do cashflow analysis, particularly for Education Funding, Estate and Trust Planning, Long Term Care Planning.

We offer financial and tax planning for expatriates. 35 Finance has obtained authorisation under the Markets in Financial Instruments Directive (MiFID) to provide cross-border services in Spain and France. 

We are registered with the relevant authorities in those countries (Comisión Nacional del Mercado de Valores in Spain no. 2008061752;  Banque de France no. 72740QL).

For more information, do have a look under the financial planning heading, and the Tax Planning for Expatriates tab.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate National Savings or some forms of tax planning, offshore investments or school fees planning.

35 Finance is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 449269

Registered in England, No. 5691283 Registered Office: 39 Parkside, Cambridge, CB1 1PN

35 Finance Ltd, IFA, financial advisers, financial advisors, expatriate pensions, expatriate, Independent Financial Advisers, financial planning, investment portfolio management, pensions advice, Trust Review service, fee-based financial advice, Cambridge, Kings Lynn, UK