• Financial Dimensions UK Limited

    A fee based independent financial advisory firm, dealing with both corporate and high net worth individuals

Financial Dimensions UK Limited
is a fee based independent Financial advisory firm
dealing with both corporate and high net worth individuals

Cash Flow Planning

We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for

Investment Planning

Drawing on the information you provide, your investment plan should set out your investment goals and what types of savings and investments might be suitable for achieving them

Pension Planning

Pension planning is key to helping you to plan for your retirement – we will work out how much money you’ll get when you retire so that you can plan ahead

Estate Planning

Comprehensive estate planning will ensure your wishes are followed, and minimise the amount of taxes due on your estate after you die

Risk Management

Our tailored risk management strategies are designed to protect your finances and manage your exposure to risk

Our Wealth Management Process

1) The Lifeline Process

This is completed prior to the Lifeline Discovery Meeting.

It will help you calarify your thoughts, plans and objectives for the coming years.

2) The Lifeline Discovery

Meeting to discuss your goals, needs and concerns along with how we can help you.

3) Identify Priorities, Recommendations and Implement Strategies

This process will identify your objectives, cover the alternatives available to you, in order for you to meet your goals and remove any worries or concerns.

It will recommend specific solutions and provide selected implementation strategies.

4) The Planning Stage

An exceptional meeting to discuss, review and amend your Lifeline Wealth Creation Plan prior to implementation.

5) The Instruction and Action Process

A series of meetings to implement recommendations within the Lifetime Wealth Creation Plan.

These can be with or without a Planning Stage meeting.

Meet the Financial Dimensions Team

Fari Serajian
Managing Director
I run a family business and my aim is to serve my clients and be able to help them to achieve their goals. I take care to look after them if they live too long, die too soon or are critically ill, looking after the full generation to be able to create wealth and to preserve wealth for the future generation.
Tracy Serajian
Company Secretary
As Company Secretary I work in the background to support Fari, taking care of all the business essentials so that he can concentrate on his clients.
Hannah Ross
Administrator
Very often I will be your first point of contact with Financial Dimensions and as well as receiving incoming calls I make sure that everything runs smoothly in the office. I also make that all important good cup of coffee!
 

For your convenience, we also operate from a number of satellite offices where we can meet you and attend to your needs by an arranged appointment:

Get in touch

If you are interested in our services or want further information, please email us using the form below:

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