Without clients, no business will survive. At Palantir Financial Planning Ltd we work tirelessly to ensure that all our clients receive the best quality financial advice. The key to understanding any client is to have an open and honest dialogue. A ‘Fact Find’ is a preferred method of extrapolating key facts about a client to ascertain their goals and objectives and how they may be achieved in both the short and long term. For pension and investment advice a significant part of the advice process will be based on the clients Attitude to Risk (ATR) and arguably more importantly their capacity for loss. Without a full appreciation of the client’s ATR no recommendations should be given. It is vital that any investment matches the client’s ATR and time horizon.

At Palantir Financial Planning Ltd we believe we can offer real value to a client’s future prosperity. A report from think tank ILC-UK and Royal London has calculated advised clients are better off by a total of £41,099 in financial assets and pension wealth compared to those who did not take advice. With personal finance and investment becoming more complex it is crucial to receive the best possible advice from a regulated company to maximise your chances of you achieving financial success

How we can help:

  • Help Identify your goals and objectives
  • Identifying a financial strategy for both the short and long term
  • Setting priorities
  • Implement a plan of action
  • Providing peace of mind and avoiding common financial pitfalls
  • Making and preserving wealth
  • Providing 1 to 1 bespoke advice

We strongly believe in the value of financial advice. At Palantir Financial Planning Ltd we take a holistic view on financial advice and planning in order that the client can receive the most appropriate advice. We value our relationship with our clients and appreciate the better we know our clients the greater chance we can jointly have in securing their financial future.

We offer a free no obligation initial consultation in which you can have an open and honest conversation with a regulated company to determine if we can assist with your future financial plans.

“The best way to predict your future is to create it.”

Abraham Lincoln
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