Downloads - Independent Financial Planning Harrogate, Leeds, Bradford, Yorkshire UK


	Independent Financial Planning

	The Way We Work

	Financial Planning Review Service

	Portfolio Planning

	Inheritance Tax & Estate Planning

	Ethical Investments

	Family Protection

	Independent Mortgage Advice

Downloads

You can download information sheets on a range of subjects and services below

Personal Financial Questionnaire
Confidential questionnaire used by our Financial Planners to establish client circumstances, priorities and objectives.

Portfolio Planning 1 - Asset Allocation
Description of asset types and sample investment portfolios

Portfolio Planning 2 - Risk Assessment
Risk profiling and model portfolios

Mortgage Services
Details on our mortgage advice process & services

Holistic Financial Planning
What is Holistic Financial Planning and is it right for you?

Brigham Brining & Co Ltd, Adam House, Ripon Way, Harrogate HG1 2AU

Brigham Brining & Co Ltd. is authorised and regulated by The Financial Services Authority. Registered in England number 3813752. A Member of the Ellis Bates Group of Companies.

For more information, please contact us on 01423 724500 or email mail@brighambrining.co.uk web hosting : hq web services