Financial planning

Financial planning - THINKING AHEAD. WITH CLEAR FOCUS.

We've spent years thinking ahead, to help our clients live the future they want. We’ll use our expertise to help you do the same.

Financial Planning at STARX

Having a clear financial plan for the future is a source of reassurance. By working one-on-one with our financial planners, you will gain access to expert advice and strategic foresight that will help you achieve your financial goals.

Our planners are dedicated to equipping you to navigate unforeseen financial circumstances with confidence.

We begin by understanding your current situation, long-term needs, and personal aspirations. With this information, we collaborate with you to establish clear and precise financial objectives, simplifying complexity and allowing you to concentrate on what truly matters to you. After all, the most effective financial plans are always tailored to individual goals.

FOCUSED FINANCIAL PLANNING

An ongoing advisory service focused around an annual meeting (usually conducted remotely) to understand your personal circumstances and objectives, and an annual suitability review (reviewing your investment portfolio, your investment mandate and the use of appropriate associated tax allowances) to assist you in meeting your needs and objectives.

This service can cover you and (if applicable) your spouse or partner and your children under the age of 18 (with you acting on their be-half).

HOLISTIC FINANCIAL PLANNING

An ongoing advisory service that takes into account the whole of your wealth, not just your investment portfolio.

As well as an annual meeting and annual suitability review, the service includes a financial plan, to help chart and guide your progress relative to your personal objectives. This can also include an annual consolidated wealth statement showing your overall net worth.

In addition to you and your spouse or partner benefiting from the service your children under the age of 18, and adult children aged between 18-24 can be included in the service. This will provide them with a solid financial start to life.

FAMILY FINANCIAL PLANNING

An ongoing advisory service that considers not only the whole of your wealth but also that of your wider family, including adult children of any age and your grandchildren under the age of 18. This service is designed to support you if you are looking to successfully pass wealth on to future generations over your lifetime and upon death, to provide you and your family with continuity of planning and service.

As well as an annual meeting (conducted in person), annual suitability review, an update to the initial financial plan and consolidated wealth statement, an optional additional meeting (perhaps with other third-party professionals, to ensure a joined-up approach to your family’s planning) is available on request.

ONE-OFF FINANCIAL ADVICE

Tony Overy

Chief Executive Officer, STARX Financial Planning

Tony Overy is the Chief Executive Officer of STARX Financial Planning, a premier financial advisory firm renowned for its personalized financial strategies and commitment to client success. With over 20 years of experience in the financial services sector, Tony has distinguished himself as a forward-thinking leader dedicated to excellence in financial planning and advisory services.

Since assuming the role of CEO, Tony has spearheaded the firm’s growth and innovation, positioning STARX Financial Planning as a trusted partner in navigating complex financial landscapes. His expertise encompasses comprehensive financial planning, strategic investment management, and retirement solutions, reflecting a nuanced understanding of both market dynamics and client needs.

Tony earned his degree in Finance from Princeton University and holds multiple advanced certifications in financial planning and investment management. He is an active member of industry associations and frequently contributes to financial conferences and professional seminars.

Tony's leadership is marked by his commitment to integrity, client-centric solutions, and fostering a collaborative culture within the firm. Under his guidance, STARX Financial Planning continues to excel in delivering exceptional financial strategies tailored to the evolving needs of its diverse clientele.

Aidan Edgerton

Financial Planner

Aidan Edgerton is a distinguished Financial Planner with a reputation for delivering insightful and strategic financial solutions to individuals and businesses. With a career spanning over 10 years in the financial services industry, Aidan has built a solid foundation of expertise in wealth management, retirement planning, and investment strategies.

Aidan is known for his client-centric approach, combining a deep understanding of financial markets with personalized planning to address the unique goals and needs of each client. His ability to translate complex financial concepts into actionable plans has made him a trusted advisor to a diverse clientele.

Aidan holds a degree in Finance from Harvard University and has obtained several advanced certifications in financial planning and investment management. He is an active member of industry organizations and regularly engages in continuing education to stay abreast of the latest financial trends and regulations.

Aidan’s approach to financial planning is characterized by meticulous attention to detail, a commitment to ethical practices, and a focus on long-term client success. His dedication to providing comprehensive and tailored financial strategies has earned him respect and recognition within the financial planning community.

Alanah Fleming

Financial Planner

Alanah Fleming is a highly skilled Financial Planner known for her expertise in creating tailored financial strategies that empower clients to achieve their financial goals. With over a decade of experience in the financial services industry, Alanah has developed a reputation for her analytical acumen and client-focused approach.

Alanah specializes in a wide range of financial planning areas, including investment management, retirement planning, and wealth preservation. Her ability to craft comprehensive, personalized plans is grounded in her deep understanding of financial markets and her commitment to staying current with industry developments.

Alanah holds a degree in Finance from the University of Pennsylvania and has earned several advanced certifications in financial planning. Her professional affiliations include memberships in key industry organizations, where she actively contributes to discussions on best practices and emerging trends.

Renowned for her attention to detail and ethical approach, Alanah is dedicated to providing clients with clear, actionable advice and strategies that align with their long-term financial objectives. Her proactive, holistic approach ensures that clients receive insightful guidance tailored to their unique financial situations.

Your Financial Planning Team

You will be supported by a dedicated team that is familiar with your personal situation. Your financial planner will serve as your primary point of contact, ensuring you receive personalized attention. Additional team members will frequently participate in meetings to provide further support.
The team also has access to a variety of in-house experts, researchers, and analysts, who can be called upon as needed or attend meetings to offer specialized insights.

INSIGHTS

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