Larger financial institutions could easily be accused of looking after their needs before those of their customers.

At Fluid Financial Planning we believe our role is to secure your future, looking after our clients’ financial needs is our most important goal.

Here are some of the advantages of dealing with Fluid Financial Planning:

Written Quotes

We can provide you with a written quote before you start the initial advice process

Fixed Fees

We charge fixed fees so you will know what you are paying.

Tailored Investment Solutions

We match investments and products to your unique situation.

Clients First

Satisfying our clients’ financial needs is our main priority, not meeting sales targets.

Solution Provider

We provide solutions, we do not sell products.

Investment Research

We have access to unique investment research.

One Off or Packaged Solutions

We can provide a solution for one financial need or we can provide a range of financial services to meet your overall financial planning needs.

Nimble

Having our own financial planning licence helps us to be nimble.

Reduce your fees

We will use personal risk insurance commission to reduce the fees you have to pay to us.