Address: 30a High Street, Battle, East Sussex, TN33 0EA
Landline: 01424 7...
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Your Lifelong Financial Advisor - Life Centred Financial Planning
Life Centred Financial Planning attends to you, and should not be confused with Independent Financial Advisors, Mortgage Advisors or Wealth Managers. Those professionals focus on the sale of financial products. This is never the starting point for our Life Centred Financial Planners.
We start by getting to know you personally, your current situation and what you wish to achieve in your lifetime by listening and listening again. Next, we create your unique financial plan that establishes how to utilise the resources you have available to achieve your goals.
Finally, and only if relevant, we identify any financial products you may need to support your plan and life goals. Not everyone requires financial products. Sometimes all you need is emotional support or financial reassurance from a caring and knowledgeable professional. Every person is treated as an individual and advice is always tailored to your circumstances.
Our Life Centred Financial Planning service is exceptional value. Our fees are fully explained until you understand them and before you commit.
We understand that building real trust takes time. Our mission is to become your trusted advisor. We offer a complimentary no-obligation 30-minute consultation to start this journey.
Our Life Centred Financial Planners have in excess of 50 years experience between them. You'll find them knowledgeable and extremely qualified, but at the same time very approachable, empathetic and practical. Don't take our word for it, here is what our clients say:
Mrs B - I never imagined I would make use of a financial advisor but once I took the first step I knew I'd made the right decision. The team at MRA are really helpful, knowledgeable and really seem to understand the concerns I had never having used similar services before. Now 5 years on I feel really comfortable with my financial goals, have confidence for my financial future and have explored some options I would never have considered before.
Mr H - Very happy to be working with MRA Associates and their friendly approach. Mike and colleagues are happy to listen and understand aims before offering lots of good advice. Meetings and conversations are never rushed. It's good to have access to an ongoing clear and reassuring outline of our financial affairs for the foreseeable future.