How We Work & Fees
A clear and transparent approach to helping you plan for the future you want.
Financial Planning
A financial planning process built around you
Every client has different goals, circumstances and priorities. Richard takes the time to understand your situation before creating a plan designed around your future.
Who Falke helps
Every financial decision is connected to your wider goals. Falke provides clear, personal advice designed around your circumstances, helping you make confident decisions for your future.
Approaching Retirement
Professionals & Executives
Business Owners
Individuals & Families
Our Approach & Fees
Free discovery call
- Free initial consultation
- Understand your goals
- Discuss your circumstances
- Explore how Falke can help
Implementation of recommendations
- Personal financial review
- Tailored recommendations
- Clear action plan
- Typically between 1 and 2%
- Typically taken from the investment
Ongoing advice
- Regular reviews
- Continued support
- Adjustments as life changes
- Cash flow forescasting
- Typically 1% per annum
Trusted by clients who value clear, personal advice
Our Testimonials
Choosing a financial planner is a personal decision. Independent client reviews provide insight into the experience of working with Richard and Falke Financial Planning.
Richard and the wider ADNFC support team
Frequently Asked Questions
Every financial journey starts with understanding your circumstances, goals and priorities. Richard begins by getting to know you, reviewing your current position and discussing what you want to achieve.
From there, a personalised financial plan can be created, with clear recommendations designed around your objectives. The plan is then reviewed regularly to ensure it continues to support your changing circumstances and future goals.
The first meeting is an opportunity to discuss your current situation, your ambitions and what you would like your financial future to look like.
Richard will take time to understand your priorities, answer your questions and explain how Falke Financial Planning may be able to support you. There is no pressure — the aim is to establish whether working together is the right fit.
Falke Financial Planning works with individuals, families and business owners who want clear, personal financial advice.
Whether you are planning for retirement, managing your wealth, protecting your family, considering property finance or looking to make informed financial decisions, Richard provides advice tailored around your circumstances and goals.
Transparency is an important part of the advice process. Before any work begins, Richard will explain the services involved, what is included and the associated costs.
Fees depend on your individual circumstances and the complexity of the advice required. Everything is discussed clearly so you understand the value and support you will receive.
Your financial plan should evolve as your circumstances and goals change. Regular reviews allow Richard to ensure your plan remains aligned with your objectives and any changes in your personal, professional or financial situation.
The frequency of reviews will depend on your individual needs and the service arrangement agreed with you.
Fees depend on your individual circumstances and the complexity of the advice required. Everything is discussed clearly so you understand the value and support you will receive.
Request an Appointment
Start a conversation about your financial future. Whether you are planning for retirement, protecting your family, managing your wealth or reviewing your options, Richard will take the time to understand your goals and circumstances.
Location
Unit 3, Ryedale House, Piccadilly, York, North Yorkshire, YO1 9NX
Open Hour
Meetings by appointment