How we work

When we first meet, we will ask you what being financially independent means to you, what you want to achieve, your objectives and your ambitions. With sufficient capital, you have the freedom to make the choices to do the things that are important to you whilst providing security for your family. Once we know what is important to you, we will ask you where you are today – what are your assets, your liabilities – and what you hope to achieve. Our job is, as Indpendent Financial Advisors is to build a bridge between where you are today and where you want to be in the future. We AIM to guide you to financial freedom. ADVICE Using the information you have provided and after careful research, we will outline the options available to you and recommend what you will need to do next. IMPLEMENTATION Once you have understood and approved our recommendations, we will need to implement an action plan to help you on your way towards financial freedom. MAINTENANCE Your circumstances and goals may change over the years. We can be certain that investment markets and tax rules will also change. To keep your plans on target, we will provide regular reviews at agreed intervals and ask you to update us to ensure that your financial plans continue to meet your changing needs.

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Champain Financial Services is a trading style of Champain Financial Services Ltd which is an Appointed Representative of Premier Financial Protection Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 226676