Based in Yorkshire, but with clients across the UK, I provide advice to clients Nationwide.
Every clients’ needs and financial plans are personal to them and each have individual and specific requirements and financial goals. The service I provide is therefore bespoke to each individual client.
People have different financial needs at varying stages of life. Turning to a caring, trusted Adviser can make an enormous difference.
By helping you to identify what you really want to achieve, and build a plan that suits just you; I also take the time to explain everything in a way that makes sense, so that you have the guidance and understanding of an expert, the whole way through the process.
My approach to financial planning is based on working together in partnership with my clients to build a long-term relationship built on mutual respect, trust and understanding so that I can provide advice tailored to each clients’ individual objectives and aspirations.
I like to maintain regular contact with my clients to appraise them of financial news and business and political events that may influence their financial position and needs, as well as reviewing their own investment portfolio and ever-changing financial needs. Through regular formal and informal meetings, and backed up with regular communication with a range of newsletters, including a weekly Monday Markets bulletin and the quarterly magazine, “The Investor”, I help protect my clients' financial well being.
I provide a range of financial advice, including wealth management, wealth protection, retirement planning, business services and financial advice for separation, divorce and bereavement.
The level of satisfaction of clients can be judged by the fact that most new clients to Ziegler Financial are as a result of personal recommendation.
Please take a look at my website and get in touch if you would like to have an initial discussion about your personal situation.