FTA Group Services - Page 18

Financial Planning
We’re ready and on your side to help you with the most important
decisions you may ever make.
If you’re looking for an experienced independent financial advisory firm, who
specialise in advising healthcare professionals and their families on a range of
planning, then you’re in the right place.
Our expert team have extensive knowledge of the healthcare sector and will
ensure that you meet your financial objectives throughout your working life
and into retirement.
From estate planning through to exit strategy and retirement strategy
planning, we’ll assist you every step of the way to help you put in place the
most effective plans.
You can rest assured that you will be given the care and attention to make your
financial planning experience as informative and constructive as possible. Our
advice is independent, and we are not part of a network or tied to any
providers, ensuring that every piece of advice given is absolutely the best and
most cost-efficient strategy for you to reach your goals.
The services we offer include:
Investments and Savings
Pensions and Retirement Planning
Personal Protection/Insurance
Business Protection/Insurance
Tax Planning
Wills, Trusts and Lasting Powers of Attorney (LPAs)
Page 18


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