First Choice Financial Management Ltd

At First Choice Financial Management Ltd our aims are: first, to guarantee our clients meet their immediate and future financial goals; second, to make sure that the wealth our clients create during their lifetime enables 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 obtain and use that wealth in the best efficient way. We represent high net worth people, small business owners, and company directors, and we offer expert 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 making 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 aims. We pride ourselves on our professionalism and personal integrity in all our business dealings. With our experience and understanding of the complicated world of financial preparation, 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.