Planning pays off as FPC clients secure their long-term future
Car parts distributor acquired in multi-million pound deal
FPC clients, Howard Warren and Charles Colton recently welcomed a significant investment into their business from HgCapital, a London-based private equity firm. They remain directors in the business and are actively supporting HgCapital in its growth strategy with three further acquisitions already completed.
An integral part of our success
Howard Warren and Chas Colton:
“FPC has been an integral part of our success for over 20 years. When we met, our turnover was £3 million and we had 50 staff; by 2013, we had achieved a turnover of £50 million and a team of 500!
Moira and the team at FPC have been by our side throughout our journey, helping us to deal with all the challenges along the way. Their straight talking and understanding of us as a company and as individuals, has meant our financial planning has always focused on the needs of both.
Thanks to FPC’s sound investment advice, we have achieved the financial independence we aspired to whilst securing the long term future of the business we care so passionately about.
We would encourage fellow business owners to take action to review their position and make their own personal financial planning their priority in 2013.”
The culmination of careful planning
Partner, Moira O’Shaughnessy advises many of our corporate clients on business succession and exit planning issues. She explains how FPC can help clients plan the future they want for themselves and their business.
A New Year Revolution?
How the Retail Distribution Review will, or rather won’t, affect you
Changes in legislation from January 2013 mean that many investment companies and financial advisers will need to dramatically change how they do business. Fortunately we’re not one of them.
FPC anniversary
Celebrating 30 years of FPC
FPC’s clients and staff celebrated the milestone at a special anniversary event held at Formby Hall Golf Club & Spa on Thursday, 17th May 2012. More than 180 people attended the evening and judging by the comments, everyone had a fabulous time!
Paul is in it for the long run!
Completing the Liverpool Half Marathon in under 2 hours
Paul Welsh, FPC financial planner, ran the Liverpool Half Marathon on 18th March this year in aid of the Mango Tree. He has been taking his training very seriously over the last three months, mainly by running with his childhood friend round the Crosby/Blundellsands area of Liverpool.
Flying the Chartered Flag
FPC – one of the first UK firms awarded Chartered Financial Planner status – the industry’s gold standard.
If you consult an accountant, doctor or solicitor you expect them to be fully qualified to a high standard – so why should you accept anything less from a financial adviser and what qualifications should you look for in an adviser?
It’s Financial Planning Week in the UK
But, meanwhile in Europe …
Whilst the benefits of financial planning are being promoted to individuals in the UK, it is clear that the €urozone would also benefit from some comprehensive financial planning.
The politicians are still “kicking the can down the road” and with Greece, Italy and now Spain changing the team at the top we wonder who is next for the chop?
Merkel, Sarkozy and Obama all face re-election in 2012 and it would appear that as a result, rather than deal with the unpleasant consequences of their plight, they are all avoiding taking the decisive action that is required.
FPC sponsor Brabners staff on their Inca Trail Trek
On 27th October this year, four intrepid members of the Brabners Chaffe Street team travelled to Peru and completed the Inca Trail Trek to Machu Picchu – a 42km trek through dense rainforest completed over four arduous days where they had to combat altitude sickness, rain, insects, fatigue and rogue donkeys!
Seminar guests join FPC to consider…
‘Where next?’
A big thank you goes to more than 70 FPC clients who joined us at the Haydock Thistle on 22nd September for our ‘Where next? seminar – a topical question to consider in the light of profound shifts in the economic landscape and significant national and international events, like the political unrest in the Middle East and continuing fears of a Eurozone meltdown.
The enthusiasm made for a warm, lively and interactive atmosphere – and one of the best turnouts we’ve ever had.
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Workshops for you and your clients
FPC leads the way
We are committed to helping our team enhance their professional qualifications and to raising professional standards generally in our industry. Read more
Paul Welsh achieves Certified Financial Planner status
And has double the reason to celebrate!
For Assistant Financial Planner, Paul Welsh the timing couldn’t have been any better – he gained the highest international professional certification that can be awarded to a Financial Planner on one day, and got married the next!
