Your journey to date

‘Where we decide to put our energy decides what we’ll ultimately accomplish’

Chris Broome FPFS – Owner & Chartered Financial Planner

You may be a seasoned investor entering retirement and in need of some legacy planning advice. Or you could be in your forties and now seriously focused on enhancing your household’s financial position. You may even be a young entrepreneur or professional starting out on your wealth accumulation journey.

You are looking to build a long-term trusted relationship with your financial planner, one that you hope will span multiple generations. Indeed, you have visions that the relationship will turn into a friendship, over time, such is the trust you expect to have in each other.

You do however have concerns that your current financial plan may not be robust enough. You could even be facing the stark reality that no such plan actually exists. The idea of collaborating on a cohesive financial plan, alongside a financial expert, is appealing to you.

You love the idea that the fees that you pay for financial advice are fixed and agreed ahead of time. You do not like the concept that your fees are calculated as a percentage against your investable assets, a charging model your current financial adviser adopts.

Based on all of these points you would summarise that you are:

  • Looking for a life-long partnership with your financial planner

  • Seeking a return on life as well as a return on the stock market

  • In need of help navigating financially destructive landmines

  • Striving to become better organised financially

  • Finding it difficult to follow through on your financial commitments

  • Looking for help to anticipate any life transitions that may lie ahead

  • Wanting to pay flat fees for the advice you receive and not fees calculated against the size of your investable assets

The good news is that at Longhurst we provide chartered financial planning services to you no matter what life stage you are at.

Due to our head office being located on the world famous Silverstone F1 race circuit we also have a natural (but not exclusive) niche advising those working in the technology and engineering spaces.

Our focus is to work with a broad range of clients who see value in receiving a flat-fee chartered financial planning service where your life outcomes sit at the core of everything we do.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Longhurst Limited is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149816 Registered in England and Wales under reference 11193790 Registered office address: Second Floor Challoner House, 19 Clerkenwell Close, London, United Kingdom, EC1R 0RR. 01604 201636.