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.