So what happens next?

In order to plan successfully, you first need to decide what your goals are.

The next step is to work out how you are going to achieve these goals. Help your adviser to help you by spending time thinking about what you want to achieve with your finances, and what your short and long term personal and financial priorities are.

Having devised a workable strategy for achieving your financial objectives, your adviser will help you to establish a plan of action for implementing the recommendations.

Our Annual Review Service, available at extra cost, assesses progress with any amendments required by changes in your circumstances.

Contact us now for a preliminary discussion about your requirements.

Mac Kotecha & Company

Lichfield House, 2 Lichfield Grove

London N3 2JP

Tel: 0870 900 1677

Fax: 020 8343 4227

EMAIL: mac.kotecha@virgin.net

We take great pride in our service, and would be delighted to invite you for a free 1/2 hour, no obligation meeting at our comfortable offices. Simply call us  on 020 8346 0391 to arrange a mutually convenient time.

This web-site was last updated on 23/06/2010

Website created by Priya Kotecha

Copyright © 2003-2010  Mac Kotecha & Company. All rights Reserved. The information on this site is for general guidance only. It is essential to take professional advice on specific issues about their impact on any individual or entity. No liability can be accepted for any errors or omission or for any person acting or refraining from acting on the information provided on this site.