Welcome to Arcadia Financial Solutions

Whether your enquiry is on a Corporate or Private basis, we are glad to assist. Please contact us to arrange a no obligation appointment. We will provide an initial exploratory meeting without charge or obligation in order to establish the suitability of the services that we offer. The cost of this meeting will be on our time. At the end of this meeting, you can choose whether to instruct Arcadia to assist you with your financial matters. 

 

ARCADIA’s Aim;

Our aim is to build a long-term relationship and improve the quality of our clients life, by helping them to manage their financial affairs more effectively.

 

When clients first come to us their finances tend to be a little disorganised with odd products here and there which they have collected along the way. Does this sound familiar?

 

We find the products and investments have been sold in isolation.

•    Not as a result of needs established from a Plan.

•    Have limited correlation with clients actual Goals.

•    This creates too much paper work and there are too many different providers – all a little confusing!!!

•    Clients tend to find it somewhat burdening, tiresome, and not particularity efficient or rewarding!

 

By working together we draw on our expertise & knowledge to help clients make sense of their finances, and begin to achieve clarity and financial sense, tailored to clients circumstances and aspirations.

 

ARCADIA's Mission:

To help clients be financially well organised and to help them achieve and maintain financial independence. At Arcadia we provide assistance to clients in one of two ways: 1) We can assist with 'one off' reviews or issues. Such as assisting a client with investing monies, developing a retirement plan, securing mortgage finance etc. Please visit the relevant section of our website to read more on specific areas which Arcadia can assist you with. 2) Alternatively, clients may prefer our Very Special Comprehensive Lifestyle Financial Planning Service. Please read more on Lifestyle Financial Planning if you would like an annual financial planning meeting.

 

Lifestyle is ARCADIA