First Choice Financial Management Ltd

At First Choice Financial Management Ltd our goals are: first, to make sure our clients meet their immediate and future financial aims; second, to guarantee that the wealth our clients create during their lifetime permits them to live their lives on their terms and that their wealth passes to the next generation in the most controlled and tax-efficient manner; and third, to provide our clients' children the information they need to get and use that wealth in the most effective way.

We represent high net worth individuals, small business owners, and company directors, and we offer specialist advice on all areas of wealth management, including:

Pre- and post-retirement planning
Lump sum investments
Inheritance tax mitigation
Investing for income
School fees planning
Generational/bloodline planning

We help our clients set their goals for the future by creating a bespoke financial plan using state of the art technology and cash flow modelling tools and meet regularly, according to individual necessities, to check if they are on track to attain their goals. We pride ourselves on our professionalism and personal integrity in all our business dealings.

Through our experience and understanding of the challenging world of financial planning, we're able to cut through the overwhelming and confusing info available and offer peace of mind and financial security for all our clients.

First Choice Financial Management Ltd was set up in 1995 by Alex Murphy, following previous experience at MI Group.

		From	To	From	To	From	To
Monday	Open	9am	5pm
Tuesday	Open	9am	5pm
Wednesday	Open	9am	5pm
Thursday	Open	9am	5pm
Friday	Open	9am	5pm
Saturday	Closed
Sunday	Closed