Helping you plan for your future financial security
"Cassons' personal financial planning advice is exceedingly well researched and equally well explained. Their quiet and calm advice ensures that I understand everything.”
We want to remove any worries you may have about financial matters, so we would like to help with your personal financial issues as well.
We like to take a holistic approach with our clients and so our wealth planning takes into account all your personal, family and business circumstances. We aim to achieve the best solution for your own situation.
Of course tax planning is an integral part of your wealth planning and we look at this in more detail in our tax planning section.
All financial planning services are provided by Cassons Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.