We take seriously our responsibility for ensuring we make appropriate investment recommendations based on sound investment principles. Without the right advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death. Planning for retirement is one of the most important financial decisions you will make in your life.
However, it can seem daunting and requires not just one decision, but a lifetime of them. Established over 30 years ago and continuing to thrive, we receive many referrals from existing clients and other professionals. On receiving an enquiry, we will arrange an initial meeting which can be at our offices, your home or your place of work.
However, it can seem daunting and requires not just one decision, but a lifetime of them. Established over 30 years ago and continuing to thrive, we receive many referrals from existing clients and other professionals. On receiving an enquiry, we will arrange an initial meeting which can be at our offices, your home or your place of work.
Services
Only you can decide if what we offer is for you or not. We never forget that you have a choice. However, we do know that we have many satisfied clients, many of whom have remained clients for over 20 years. We think that says something about us. FPP was established over 30 years ago and continues to thrive, receiving many referrals from existing clients and other professionals, something that also speaks volumes.
Very few individuals are in the fortunate position to have sufficient cash to achieve their long term goals. As a result, most people will need to invest money in an attempt to achieve these goals and, as such, will expose their capital to risk. We take seriously our responsibility for ensuring we make appropriate investment recommendations based on sound investment principles.
Financial Planning Partners Ltd expects its staff to apply a set of core values in the way that they conduct themselves and deal with members of the public and clients. 2. To act with integrity in fulfilling the responsibilities of your appointment and seek to avoid any acts, omissions or business practices which damage the reputation of Financial Planning Partners Ltd and the financial services industry.
This list is not exhaustive, forms part of and is in addition to our obligations to meet our regulatory requirements in respect of financial advice and the arrangement of financial products on your behalf as well as our commitment to meet the Financial Conduct Authority guidelines on 'Treating Customers Fairly'.
Our clients are drawn from all walks of life; yet share similar values and attitudes toward money, and how it works for them. Clients tend to come to us through result of questions that arise in their life. We take great care to listen to these questions and assist them in working through their concerns, often suggesting further topics that hadn't yet crossed their minds.
Reviews (2)
Susan Sampson
Aug 24, 2021
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My husband and I recently met with David to discuss our plans for retirement and as a result, we've made a life changing decision which would not have been possible without his support. It was so reassuring to have a clearly experienced professional look at our cash flow and help us understand our options. David's approach immediately put us at ease, he made sure he fully understood not only our financial position but also our personal aspirations for our future which was so important in helping us make our decision. At our final meeting, he delivered our options which such clarity that it allowed
M. S.
Aug 05, 2021
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This company charges several thousand pounds a year ongoing financial adviser charges when the real work is done by the Investment House such as the Prudential. When you deal with FPP you pay a substantial investment management charge to the Bond provider itself such as the Pru, thousands of pounds introduction fee for this firm to fill in a simple Bond Investment Form and then thousands of pounds annually to them for "ongoing financial advice" which in my case was non-existent. If you are thinking of using them tell them that you do not agree to pay ongoing advice charges which arem ludicrous
