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. Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales, No. 04555216. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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. Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales, No. 04555216. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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.
These days the marketing folk would have us believe that there is always a firm, person, provider or investment philosophy that is "the best" or "unique" or "new".
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.
These days the marketing folk would have us believe that there is always a firm, person, provider or investment philosophy that is "the best" or "unique" or "new".
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.
Money you may need in the short term, usually up to 5 years, should be kept in short term savings which protect capital.
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.
Money you may need in the short term, usually up to 5 years, should be kept in short term savings which protect capital.
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.
4. To observe the standards of market integrity, good practice and conduct required or expected of participants in markets when engaging in any form of market dealings.
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.
4. To observe the standards of market integrity, good practice and conduct required or expected of participants in markets when engaging in any form of market dealings.
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'.
We will take great care to listen and learn about you, your lifestyle, financial goals and constraints so we both understand where you want to go and commit to answer any questions you may have.
We will take great care to listen and learn about you, your lifestyle, financial goals and constraints so we both understand where you want to go and commit to answer any questions you may have.
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.
We would love to buy that holiday home abroad, when is this going to be possible, and will this impact on anything in the future?
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.
We would love to buy that holiday home abroad, when is this going to be possible, and will this impact on anything in the future?
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