Foinaven Asset Management

Who we are

Foinaven is a team of passionate financial planning professionals with over three decades of combined experience. We believe in a holistic approach to wealth management, where financial planning is tailored to your individual needs and goals, not just your financial situation. We work with you to create a comprehensive roadmap for your life and business, ensuring you achieve financial security and fulfillment.

Our Values

Our core values guide us in everything we do:

• Client-Centricity: Your needs and goals are our top priority.
• Integrity: We are committed to transparency and ethical practices.
• Personalized Attention: We tailor our strategies to your unique circumstances and aspirations.
• Long-Term Focus: We take a holistic approach, planning for your future over the long haul.
• Professional Expertise: Our team boasts extensive knowledge and credentials in financial planning.

Our Services

We offer a comprehensive range of services covering both personal and business financial planning, including:

Personal

• Goal setting and financial planning
• Retirement planning and investment solutions
• Tax planning and wealth preservation
• Estate planning and inheritance guidance
• Insurance planning

Business

• Business financial planning and risk management
• Corporate finance and investment solutions
• Pension planning and employee benefits
• Tax planning for businesses
• Succession planning and employee retention strategies

Our Approach

We believe in working collaboratively with you, actively listening to your goals and concerns, and involving you in every step of the process. We tailor our strategies to your unique circumstances and review and refine your plan regularly to ensure it remains relevant and effective.