Welcome to the Financial Planning Partners Ltd website. We are a firm of independent financial advisors (IFAs) based in Crowthorne, Berkshire where we have been serving clients in the surrounding areas of Wokingham, Bracknell, Sandhurst, Ascot, Camberley, Guildford, Farnham and Reading for over 25 years.
Whether you are looking for advice on a specific area such as savings and investments, retirement planning, SIPP's, life insurance, inheritance tax planning or need a general review of your finances, we have a wealth of experience in the firm to help and assist you.
Our independent status means that any advice we give you will be unbiased towards any company or product and will be clearly detailed to you in writing in clear and understandable terms.
We are also delighted to report that we have been given Chartered Status, something that is offered by fewer than 400 firms in the country.
If you require a more detailed review of your finances we are also able to offer a bespoke cashflow modeling service. This will not only show you how you currently stand but also the likely affect of your actions on your future finances. Clients find this invaluable when considering when retirement will be possible, whether they can afford to gift funds, will the family be covered on death or serious illness, etc.
We hope that you have the time to browse our website and look forward to hearing from you.
- our firm and our approach
- where to find us
- comprehensive generic information on financial products
- a range of useful calculators
- relevant financial news items, updated daily
- our IFA UK news
Just click on any of the above items, or on any of the tabs at the top, to access these sections or contact us to arrange a free initial meeting with an advisor to discuss your requirements. Read our Financial Planning Partners Ltd blog for industry updates and information and follow your IFA UK on Twitter - @FPPLTD