About Us
Financial Planning Partners Ltd are a firm of independent financial advisors (IFAs) located in Crowthorne, Berkshire. Your IFA online, we offer independent financial planning in and around Berkshire. We have grown our business mainly through personal recommendations and referrals and pride ourselves in offering:
- A personal service tailored to your needs – we believe it is important that we get to know our clients and we therefore maintain our client base at a level which enables us to do this.
- Local, accessible advice – whilst we do have clients spread across the UK, most of our clients live in the Thames Valley area where we can give them a face to face advice either in their home or at our offices. The map under the ‘contact us' tab shows you where we are located.
- Professional and knowledgeable advice - all of our advisors are qualified well in excess of statutory industry requirements and hold advanced qualifications relevant to our areas of advice.
We can advise you on a broad range of issues including:
- Retirement Planning
- Self Invested Personal Pensions (SIPPs)
- Savings and Investments
- Inheritance Tax Planning
- Mortgages
- Life Insurance
- Critical Illness Insurance
- Corporate Business Protection
Our Lifetime Cashflow Modeling service will give you a detailed picture of your current financial position. It will then show you how your financial future looks, by rolling your financial position forward in time, year by year, taking account of all the relevant factors along the way. We can model the effects of pretty well any financial action or change, at any point in time. helping you answer those "future" questions.
To discuss independent financial planning please contact us – the first meeting is free and without obligation.