The First Service - Life Planning
The first and most important service is that of Life Planning. This is the process of getting to know you, how you got to where you are now and where you want to get to in the future.
If you are looking for professional, qualified people who can help you plan and achieve your financial goals, you have come to the right site! We at Kench and Co Financial Services Ltd specialise in advising people on their financial planning. We are not tied to any product providers nor are we restricted to a set of product recommendations. We act in the interests of the people we advise and have 'independent' status as defined by our regulator the FCA.
Our advice is not related to selling you any particular product although, as your independent financial advisers, we can go on to set up suitable arrangements for you from the whole of the market should the need arise. Instead we are here to help you gain an overview of your finances - how you got there, where you want to go and what the next best steps are.
We will also act as your financial coach and mentor to help you get the most from your financial planning, whatever the future brings.
In order to do this, we will get to know you and your financial situation and aspirations , and we look forward to building long-term relationships with those we advise so that we can help them achieve their goals, without the fear of running out of money.
The one area that we do not give direct advice on is mortgages or loans – we would introduce you to a ‘third party' specialist mortgage broker for this.
The first and most important service is that of Life Planning. This is the process of getting to know you, how you got to where you are now and where you want to get to in the future.
Once we have established exactly what you are trying to achieve we can then take you to the next stage by undertaking comprehensive Financial Planning.
Finally, should your financial plan indicate that you need financial products to satisfy the needs of your financial strategy, (and therefore your real goals and objectives), then, and only then, do we move to the third stage of the process.