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Summary
Simon Baldwin recognises the
importance of realising your dreams - whether
big or small - through Strategic Financial Planning
- to sustain you, your family and your health
for the future.
Passionate about life and focusing
upon what truly matters for the individual; delivering
Holistic Financial Planning - aiming to ensure
you maintain the quality of life you desire and
can afford.
Coniston Wealth Management, a
trading style of Park Row Associates Ltd which
is one of the UK’s largest financial advice
companies, delivering a personal service. Park
Row Associates were awarded IFA of the year Life
& Pensions 2005, 2006 & 2007
I provide a commitment to you
through individual financial advice tailor-made
to suit you and your circumstances.
This is achieved with a personal
approach. A thorough understanding of your needs
and current position and helping you make your
goals and ambitions the number one priority.
On your behalf thorough research
and analysis is undertaken, to develop a range
of potential solutions before recommending them
to you.
Clear, concise advice you’re
able to understand - unscrambling the complex
nature of financial services.
Do you plan not to turn your
financial dreams into your reality?
Not many people do.
But failing to plan means you’re
actually planning to fail.
Turning your dreams into the
financial reality you can afford - that’s
essentially what a Certified Financial Planner
does.
You can be assured every Park
Row adviser is qualified in accordance with the
Financial Services Authority’s requirements.
You wouldn’t expect anything less would
you?
The general perception of an
IFA is someone who sells you a service you’ve
been convinced you need, but one that you view
as an expense, not an investment.
But it’s your money and
it should work to secure the future you want.
Wouldn’t it make more sense if IFAs listened
to you?
So what can they help you with?
- Retirement planning
- Tax planning
- Investment planning
- Savings advice
- Inheritance tax planning
- Mortgage services*
- Personal insurance advice
- Business insurance services
- Health protection advice
- School fee planning
- Employee benefits advice
- Wealth management services
* Your home may be repossessed
if you do not keep up repayments on your mortgage.
There may be a fee for mortgage
advice. The precise amount will depend upon your
circumstances but we estimate that it will be
£400.
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