Our Services

FH Manning Financial Services Ltd has been providing independent adviceto satisfied clients for many years. Our highly qualified staff are fully conversant with all matters relating to finance, investment and taxation. This enables us to formulate tailor made financial packages that suit your particular circumstances.

UNSURE IF WE CAN HELP?

If you are not sure whether our services can assist you, why not come in and see us or give us a call? Your first appointment is completely free of charge. We will inform you of all the costs involved prior to carrying out any work on your behalf.

Forms of payment vary dependent upon the type of work we carry out but in most circumstances charges can be deducted from the plan or investment.

Based in Horncastle, Lincolnshire, FH Manning Financial Services Ltd is a totally independent company that is owned by the current directors. All of our directors have their own area of expertise and play a pivotal role in the daily running of our business.

01507 527 383
mail@fhmanning.co.uk

Lifestyle Planning

Lifestyle Planning

FH Manning Financial Services Ltd provide a tailor made advisory service for private and corporate clients wanting to invest forthe future.

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Retirement Planning

Retirement Planning

In an ever changing market, FH Manning Financial Services Ltd will research all the pension plans available and providea plan to meet your particular circumstances.

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Estate Planning

Estate Planning

FH Manning Financial Services Ltd have the experience and expertise to advise on allmatters relating to taxation and in particular, inheritance tax.

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Planning Review

Planning Review

This concise planning service offers an abridged forecast of your current financial position and associated financial advice, incorporating pensions, investments and other assets.

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Lifestyle Planning

How will I make sure I have enough money to maintain my lifestyle?
When will I be able to retire?
How much do I need to sell my business for?

These are just some of the questions we will help you to answer when you invest in this holistic service, putting you in charge of your financial future.

Our advisers and team work with you to ensure that we understand what your success looks like and help set out the steps to ensure your long term goals are achieved, answering all your financial questions along the way.

The process involves challenging your current thinking to help you make long term financial decisions. It includes a comprehensive, visual forecast comprising of your current financial position, contingency planning and next steps to give you a roadmap to your financial future.

After the initial plan is agreed we construct a bespoke portfolio built around our desired lifestyle rather than a portfolio built around the products available – putting you first at every step. This may include pensions, investments and other assets.

Any plan is only valuable if it is followed and reviewed so the service includes a half yearly valuation and annual progress reports. Between reviews we will monitor your portfolio and contact you immediately as soon as any action is necessary. Either at the office, your home or virtually, you will have unlimited support to help you make every financial decision, big or small.

Lifestyle Planning

Further details of our ongoing services can be found be clicking below

Lifestyle Planning Service

Retirement Planning

Will I have enough money to maintain my current lifestyle?
How much income could I receive in retirement ?
Will I run out of money?

When you decide to stop work we will assist you in developing a plan to ensure your income is sustainable based on your desired lifestyle and spending patterns.

As well as reviewing your existing pension policies, this retirement planning service will include all your assets, including your property.

The planning tools used will provide a visual demonstration of the impact of your expenditure, regular or one off, on your assets throughout retirement and answer those important questions you have.

Knowing your expenditure is essential so we offer this service on a flat fee basis.

Any plan is only valuable if it is followed and reviewed so the service includes a half yearly valuation and annual progress reports. Between reviews we will monitor your portfolio and contact you immediately as soon as any action is necessary. Either at the office, your home or virtually, you will have unlimited support to help you make every financial decision, big or small.

Retirement Planning

Download our Retirement Service Proposition

Retirement Brochure

Estate Planning

How much will my legacy be?
How much tax will have to be paid on death?
Can I afford to help my family now?

If you have adequate income from other sources your investments may well be invested to provide a legacy.

With a detailed analysis of your current assets, and working alongside your other professional contacts, we will answer any questions you have about your Estate. There are a number of planning options available to ensure your assets are passed on in the way you wish.

With changing legislation it is important that your Estate plan is reviewed so the service includes a half yearly valuation and annual calculation. Between reviews we will monitor your portfolio and contact you immediately as soon as any action is necessary. Either at the office, your home or virtually, you will have unlimited support to help you make every financial decision, big or small.

Estate Planning

Download our Estate Planning Service Proposition

Estate Planning Service

Planning Review

Whether your goal is to generate income from assets, provide an acceptable return on investment or a combination of the two this service will provide you peace of mind that there is someone there to help you make decisions and review your options.

With changing legislation it is important that your plan is reviewed so the service includes an annual valuation and report. Either at the office, your home or virtually, you will have unlimited support to help you make every financial decision, big or small.

Either at the office or virtually, you will have support to help you make every financial decision, big or small. We believe that financial advice should be accessible to all and this service is charged on a time cost basis.

Planning Review