Holistic Financial Planning
Simon offers a holistic financial planning service, covering all areas of financial services, such as pensions, investments, Inheritance Tax and protection.
You can join Kingfisher to start the planning process by using the link below, where you find the client portal which will allow you to join Kingfisher Financial Management.
You can see our Client Agreement and Client Services Charter which explain the services that we offer, and terms and conditions.
You are able to complete an electronic Fact find which will be shared with us, along with your documents in a secure and easy way.
Once you have joined the portal, Simon will be made aware that you have come onboard, and the planning process will start to deal with your financial planning.
“I believe passionately in providing good quality advice and maintaining long term client relationships.”
Kingfisher Financial Management Client Portal
What is a client portal?
Take a look at our Client portal video.
Then once you wish to access the portal, click on Join Kingfisher above.