Services - Financial Dimensions UK Limited

Services for Companies

  • Corporate Financial Planning
  • Corporate Retirement Planning
  • Corporate Protection
  • Share Holder Protection
  • Business Will
  • Commercial Mortgages
  • Exit Strategy
  • Corporate Consolidation
  • SIPP
  • SASS

Services for Individuals

  • Wealth Management
  • Investment Planning
  • Protection (Life assurance)
  • Retirement Planning
  • Mortgages
  • Income Protection
  • School Fee Planning

The service we provide is ‘The Lifeline Wealth Creation Plan’, which is a four stage process:

  1. Information Gathering Process - This involves an examination of your needs and objectives by conducting a review of your financial position and future plans. This may highlight areas of financial planning where a need/shortfall exists
  2. Report & Presentation Process – This process will discuss your objectives and cover the alternatives open to you, in order to meet your goals and remove your worries and concerns.
  3. Instruction & Action Process – This involves a series of meetings to implement the recommendations within your Lifeline Wealth Creation Plan.
  4. Future Relationship & Adjustment – Quarterly or Annual Reviews available

Advice is not available via this website as each case is treated individually. Please contact Financial Dimensions who will be happy to provide advice on a one-to-one basis.