Our services
We offer a range of services to meet different clients’ needs. All are designed to provide you with a bespoke service, and we take time to understand your current financial position and what you aim to achieve.
Contact us and we can discuss what service best suits you.
You may already be making use of pensions freedoms and be looking for some guidance on a sustainable income strategy. We have proven expertise in this area.
Our centrally managed portfolios are tailored to your individual needs and circumstances. We will produce a personalised tax and financial plan for you, which we will invite you to review with us.
Technology allows us to identify when intervention may be needed in your portfolio and to be proactive in future proofing it. Where possible, you will have online access to view and interact with your portfolio.
Tax Planning is not regulated by the FCA. You may not get back the full amount of your investment.
Together
It is vital for us not only to get the balance of your portfolio right in the first instance, but also to provide an ongoing review that helps you maintain it for the future.
We will take time to ensure our recommended solution is appropriate for your needs, and we will monitor your plan to make sure you stay on track to meet your goals, taking into account changes in your personal circumstances and any economic or market changes along the way.
There is no second chance: getting one aspect wrong has the potential to destroy your plans for the future.
How we do it
By engaging with an exceptional team of well qualified professionals, whose talents are respected amongst other financial experts, your financial plan is in expert hands, allowing time for you to get on with living your life.
By making sure that we get to know you and creating a full picture of your financial circumstances, we are able to use our knowledge and experience to create the right financial plan for you and your dependants.
But that is not where it ends. We are committed to providing you with an ongoing review service that ensures your financial plan continues to meet your changing needs and objectives.
Your financial plan needs to be looked after to make sure it continues to meet your needs. Our ability to analyse what you have in terms of pensions and investment assets, and pull these together to maximise your position in respect of current and future tax and pensions legislation, cannot be underestimated.
Our thorough research and thirst for knowledge make us specialists in providing this kind of advice.
With 336 Financial Management you can be assured that we are always thinking about you and your future, so that you can be confident that your financial plan is in expert hands and you can get on with living life.
Our partners
To ensure that we can offer you a well researched, current and appropriate investment portfolio, we have partnered with Square Mile. It has one of the strongest and most respected investment research teams in the UK, focused first and foremost on in-depth, qualitative fund research.
Square Mile gives us the capability of examining funds from many different angles, helping us to identify those that are truly ‘best in class’, with the aim of maximising the performance of your financial plan.
Technology
Like all industries, ours has had to embrace technology as an integral way of doing business. We have evolved over the years by embracing technological solutions to support our services, which has allowed us to keep abreast of the significant changes that have taken place in the pensions world.
Relationship with you and your family
When I asked the Personnel Director about my pension scheme and what my options were, he really had no idea beyond the company’s pension plan rules. That’s where 336FM stepped in and advised me, and my wife, what to do for the best. Since then, whether it is getting access to our cash or needing written information, they have been prompt, providing the best sources of information and making me feel very comfortable. I trust them and their approach.
Long term relationship
I have always appreciated their professionalism and how they have managed my money and look after my future. But the real test of their ability came to the fore last year when I lost my husband. The team stepped in and sorted out my finances and dealt with my husband’s pension provider, who weren’t giving me any information. 336FM made sure I received the widow’s pension I was entitled to. At a time when your world has turned upside down you need to have someone who you can phone and be able to trust them to sort financial matters out for you… that’s what 336FM did for me.
Arrange a confidential initial consultation at our Thistle Street office. We take time to understand your current financial position and what you aim to achieve.