BREAKWATER FINANCIAL PLANNING

As a trading style of one of the UKs largest independent financial advisory groups, Positive Solutions, we are dedicated to providing you with the highest level of service, technical expertise and impartial advice possible. At Breakwater Financial Planning we are bound by the Positive Solutions Partner Code to help you understand, protect, and increase your assets. You can feel safe in the knowledge that whilst we are financially strong we are also fiercely independent and can offer you a choice of product solutions from the whole of the market. This means you will receive advice that is truly tailored to your particular financial needs and goals. A service that is impartial, independent and personal to you, a service that really is Altogether Individual. This is our approach

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1. We will meet you at a time and place convenient to you and review your current situation. Our aim is to understand your short and long-term financial aspirations.

2. Using the information gathered at our 1st meeting we will devise a financial strategy and research the whole of the market place to find product solutions that will fulfil your personal requirements.

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5. We understand that as our clients personal circumstances can change, so can their financial objectives. We believe in the benefit of long-term relationships with our clients and are committed to reviewing you plans on an ongoing basis.

3. We will arrange a second meeting where to present your bespoke financial plan. We will ensure you are comfortable and fully understand the our recommendations before proceeding. 4. Following the meeting we will complete all the paperwork and you will receive a reasons why letter confirming the rationale for your financial plan and the options you have chosen.

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PUTTING THE INTERESTS OF YOU, YOUR FAMILY AND YOUR BUSINESS FIRST.

BREAKWATER FINANCIAL PLANNING

Breakwater Financial Planning have over 20 years experience of looking after the affairs of many personal and corporate clients, providing them with independent financial advice tailored specifically to their individual needs.
Based in Plymouth, we offer independent financial advice provided by Darren Critten and we have built a successful business and reputation based on the quality of our advice and professional yet reassuringly personal approach. We have a great deal of experience in understanding the financial needs of individuals and businesses and we are able to use this to provide you with expert advice and the very best product solutions sourced from the whole of the market.

For more information speak to:

Darren Critten
T. 01752 676533 E. darren.critten@breakwaterfp.co.uk www.breakwaterfp.co.uk

Breakwater Financial Planning is a trading style of Positive Solutions (Financial Services) Limited. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. Registered as a Limited Company in England and Wales No. 3276760. The Financial Services Authority does not regulate advice on some taxation matters.