Financial Goal Attainment Limited
  • Home
  • Raison d’etre
  • Individual clients
  • Business clients
  • Trusts
  • About
    • Relationship approach
    • Team
  • General info
  • Client Supervisory Board
  • Contact
  • Latest News
Select Page
Financial Goal Attainment Limited
Financial Goal Attainment Ltd

+44(0)1959 563 882

Financial Goal Attainment Ltd.,
Unit B3, Frieslawn Farm Centre,
Hodsoll Street,
Sevenoaks, Kent,
TN15 7LH
  • Home
  • Raison d’etre
  • Individual clients
  • Business clients
  • Trusts
  • About
    • Relationship approach
    • Team
  • General info
  • Client Supervisory Board
  • Contact
  • Latest News
Our aim is to help our clients attain their financial goals via a mixture of :-

  1. Strategic Life Planning
  2. Fulfilment of the steps in that plan
  3. Ongoing monitoring to ensure that the goals of a changing life continue to be met
  4. All done in an easily understandable way.
  5. All done in a way that allows you to sleep easily in your bed.
Jeremy Marsh
  • Legals
  • Client Financial Information
  • Policies
  • FGA Client Portal
  • GDPR
    • FGA Parental Consent Form
    • FGA Privacy Notice (inc signature)
  • Client Agreements
    • FGA Client Agreement
    • FGA Insurance, Mortgage and Protection
    • FGA Investment and Pension
    • FGA Lifetime Mortgages
  • Corporate Client Agreements
    • FGA Insurance, Mortgage and Protection
  • Financial Vulnerability Taskforce
    • Consumer Guide
    • Guide for drawing up a policy
    • The Charter in Action

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

FGA logo

Financial Goal Attainment Ltd

+44(0)1959 563 882

Financial Goal Attainment Ltd.,
Unit B3, Frieslawn Farm Centre,
Hodsoll Street,
Sevenoaks, Kent,
TN15 7LH

Qualified Member of the Personal Finance Society
Equity Release Council - Safe Equity Release
FVT logo

©2020 This website and its content may not be copied in whole or in part, without express prior written permission from Financial Goal Attainment Ltd.

  • Site Map
  • Policies
  • Forms
  • Legals

Designed by Route22 Limited

  • Follow
  • Follow
  • Follow
  • Follow