About us
Our aim is to encourage you to take a proactive approach to all aspects of your personal and business financial planning.
By working with you, within 12-18 months, we will help you get your entire financial house in order and keep it that way forever. So that, on a scale of 1-10 with 10 being the highest, we want you to have a 10 confidence that you'll achieve all of your goals for the reasons that are important to you.
We do this by utilizing and implementing a methodology called 'Values Based Financial Planning' developed by Bill Bachrach in San Diego, California.
If you would like a copy of his book 'The art of creating an inspiring financial strategy' Please contact us.
Our core values
Trust
Respect
Enjoyment
Commitment
Collaboration
"There are those who travel and those who are going somewhere. They are different, and yet they are the same. Successful people have this over their rivals: they know where they are going."
- Mark Caine
The Fell stitch is the final stitch on a bolt of handwoven tweed or tapestry, it ties the fabric together. Our goal is to provide this stitch in the fabric of your life.
Modern life can pull the threads of your finances in conflicting directions between what you want, what you need, and what you can afford.
Based in Stirling, we here at Fell Financial Planning want to help you untangle these conflicting desires so you can know, with clarity, that you can afford to ensure your needs are met and furthermore, how to make your position work for you to obtain what you want.
Traditionally, tapestries tell stories and in this way, every choice you make adds to the tapestry of your life. Whether it’s the big picture or a small detail, we want to help you create the tapestry of your life and fortify the story you want to tell.
If:
– You are a financial delegator
– You are committed to developing a long-term plan
– You are enthusiastic about your future success and goals
– You are happy to share and explore new ideas
– You are working towards a lifestyle change or early retirement
– You are already retired
We can help you.
Who better to tell you about us than our clients,
click the button below to learn more.