Our Services One Page

What We Do

At Finance Plus, we focus on our clients' most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Finance+ can provide access to a wide range of quality investments and services to pursue your financial goals.

Reliable & Safe

Accumulation
Accumulation planning addresses an individual's investment needs.
Taxation
Tax planning considers the tax implications of individual.
Risk Management
Risk management is intended to manage financial and other losses.
Estate Planning
Estate planning creates a master plan for the management of your property during life and after death.

Why They Choose Us

Cindy engaged our guests with a workshop that was engaging and with many practical take aways. Her knowledge was extensive, but delivered in a way that everyone easily understood. Her workshop was exactly what many of our guests needed.

“Cindy is extremely sharp, and she provided invaluable assistance in crafting our financial plan for retirement and provided much needed advice on making optimal choices among my previous employer’s complex menu of retirement and benefits options, suitable to our specific financial situation. Cindy continues to provide sound and succinct financial advice that is much appreciated.”

“I really appreciated the time with Cindy. We had for too long processed privately all the potential scenarios related to our financial status and plans and would inevitably get stuck on this issue or that issue. Read full testimonial…

“Just heard your radio commentary on the Christie Clark show. Good Work! We need more of this clarity that you have. I value your expertise on current, up-to-date knowledge that is the best fit for me as your client.”

“One of the top in her field, I would not hesitate to recommend her to any of my clients, friends and family.”

“Cindy David has played an invaluable role in assisting us with complex client situations for both personal and corporate accounts. Read full testimonial…

Strategy development

Range of markets

Individuals desiring an accumulation planned by a professional.
People who are about to retire yet haven't had a detailed plan.
Citizens confused with complicated taxation system of country.
Owners wanting to manage property and minimize potential taxes.

Investors Will
Like Your
Business Plans!

Call Us Now 001 735 9193
Emal Us info@financeplus.com
Our Company 14 Tottenham Road