Self Chartered Financial Planners
Welcome to Self Advice
"Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound,
effective financial advice to financially established individuals and trust funds for 50 years."
What we do
Financial Planning
Self is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them. Such independence from brokerage firms, investment or insurance companies, banks or mutual fund companies helps us achieve real objectivity.
Retirement Planning
As you move into retirement making the right decisions about your finances can seem daunting, at what should be an exciting milestone in your life. The latest pension rules which came into effect in 2015 give you far greater freedom in structuring your retirement income but how do you choose between the various options?
Investment Advisory
Our goal is to help our clients build and manage wealth over a lifetime. We believe that the necessary foundation is a highly disciplined and cohesive financial strategy, and that belief is at the core of our investment advisory services. Above all, we are interested in investment that works.
Estate Planning
Success brings its own problems – and possibilities. Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family, not to create a burden. Sophisticated planning is needed, with decisions to be made on the transfer of assets as well as contingencies.