Pennine Financial Planning provide fee based financial planning advice to CERTIFIED AND CHARTERED FINANCIAL PLANNER standards, helping people plan the most efficient path to achieving their lifetime financial goals. We provide financial planning and advice for both individuals, families, sportspeople, trusts and businesses.
We pride ourselves on our relationships with our clients and believe a personal and professional service is fundamental. We appreciate that not everybody has extensive financial knowledge and work hard to explain and clarify all our proposals and investment solutions in the most appropriate manner for the understanding of our client.
We pride ourselves on our relationships with our clients and believe a personal and professional service is fundamental. We appreciate that not everybody has extensive financial knowledge and work hard to explain and clarify all our proposals and investment solutions in the most appropriate manner for the understanding of our client.
Services
It's a fact that the majority of people have no idea where they are heading financially. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means, or what sort of financial future they are going to get. We invite potential clients for an initial exploratory meeting.
We cherish our independent fee-based status and consider it is the only way that a client can receive unbiased financial advice. We believe that true independence is achieved by offering a professional service for which the client pays a fee. We always discuss these in detail with our clients prior to undertaking any work to offer value for money without compromising on the quality of our advice.
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