Minories House, 2-5 Minories, London EC3N 1BJ
Tel: 020 7702 4343

Private Client

In an increasingly complex marketplace, careful financial planning is essential to provide a strong financial platform to protect and grow your wealth. We will work with you to build a financial plan designed to achieve your goals.

We will analyse your current investments, helping us to create a truly bespoke and integrated solution that meets your needs. Our comprehensive financial planning service includes the following key areas:

Retirement Planning Advice

Even if retirement seems a long way off, it is a good idea to start planning now. The cost of providing an income which will last as long as you and your dependants need it requires immediate planning.
At Augustine we are fortunate in having highly qualified and experienced advisers in both our financial planning and employee benefits teams.
Our team is able to create retirement plans which include:

If you’re still working, you need to understand how much you should be saving for your retirement. Our financial plan will help you calculate this. If you are close to retirement, you need to work out how best to use your investments, including pensions and property, to provide for the ongoing lifestyle you want.

Analysing your finances

Initially we need to gain a clear understanding of your likely income and capital needs. Our financial plan can help you assess this. We will then analyse your investments and pensions to see whether they can meet your needs.

Reviewing your financial plan

Retirement could be the longest holiday of your life, so our services go beyond immediate retirement into later-life planning. We recommend that you review your financial plan every few years in retirement to enable you to maintain your standard of living for longer, regardless of possible changes in your circumstances.

Contact us

If you would more information on the service and how it works, please contact Richard Read (Tel: 020 7702 4343, email: info@augustinefp.co.uk.)


Our range of services include:

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