Financial North

Life is to Live and to live, apart from Oxygen and Positive people around, each one of us need clarity and control on money, rather than money controlling us which only comes with financial literacy, especially applicable to you We at FINANCIAL NORTH work with busy professional family's and do our best to ensure our clients make the most of time in hand for health, professional and personal growth as through our holistic and personalized approach they clearly know exactly what and when they need, what they have and what are the GAPs PLUS, handhold them to know and do the specific actions to bridge those GAPs to live life today while preparing for tomorrow. We are FIXED FEE ONLY Holistic Financial Planning services company and the founder CFP CM Mr. Viresh Patel, has over 15 years of experience in Personal Financial Services Domain, with CLIENT FIRST approach, partnering with client family's for their financial freedom. WHY CLIENTS LIKE TO WORK WITH US?_Unbiased _Fixed Fee (Not AUM or AUA Based)_Client Centric _Holistic _Approachable With this all our clients get is -+ Clarity + Control + Decision Making + Set Priorities + Focus What our Services Include? We a well defined worldwide recognised Financial Planning process, namely- 1- Relationship Building and Client understanding 2- Data Gathering 3- Data evaluation and personalized strategy formation 4- Plan Presentation 5- Action and Implementation 6- Regular tracking, review and updates with Re-balancing if and as necessary This includes preparing for - 1- Life Milestones 2- Unplanned emergencies 3- Risks 4- Retirement 5- Holding pattern, and succession planning 6- Tax Optimisation DISCLAIMER - We DO NOT have any financial product tie-ups nor any agency or distributorship and that is one reason also why clients not only love to work with us year on year but also refer us.(We have grown only through client referals)