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Testimonials

I am a Chartered Insurance Broker and for the last twelve years of my business life I ran my own Insurance Broking and Financial Services Company.

When I sold the business I required professional advice on the investment of the Capital I had accrued and the funds that were available in my Pension Plan.

I sought the services of a professional firm that was able to offer access to experienced professionals supported by the most up to date technical research and robust investment platforms.

It was important to me that the advice and support was ongoing and the management of my financial affairs would continue to receive the detailed consideration necessary to produce peace of mind and an acceptable return on the funds under management.

FPP have not only delivered what I required but have exceeded the standard of care and consideration that I expected, the attention from the Principal through all the support staff has been of the highest calibre.

I would commend the firm to anyone.

John Pendleton,

FPP have looked after our complete portfolio for some years now and I am very happy to say that we are delighted with the complete service provided by them. Their advice is well thought through and presented in a very professional manner. FPP always provides the upsides and downsides of every financial decision that we make which places us in a unique position to make the best informed decisions for our needs. We highly recommend them.

Dave & Patty Constable,

I approached FPP in 2002, somewhat tremulously and NOT wanting to be sold products but seeking down to earth advice, openness on fees, and the ability to examine and discuss my options. I got - and continue to get - exactly what I wanted.

Working with FPP, we have created an overall financial plan, which has grown in scope as my needs have changed; this plan forms the base for discussions and decisions about future options. As a result I dont get sold anything; I am advised about options and we review these in line with the ever-evolving plan.

What I particularly appreciate, with this small team, is the relationships that have formed over time. I can always get a quick response. If the team dont know the answer, they find out and get back to me. Our discussions are to the point, proposals rigorously reviewed, blunt questions asked, costs and benefits weighed, and preferences taken into account - but the decisions are always mine. There is no fluff and no ridiculous promises.

The proof of the pudding is in the eating. In 2003 I was diagnosed with cancer, luckily it was operable. As we had put adequate healthcare cover in place I knew my family was covered. In the end, not only was I still around but I was financially better off. Putting that cover in place took thought, planning and action, and FPP helped at every stage, and then having it was a weight off my mind when the going was tough.

Chris Ducker,

In 5 months I will be 60. Do I feel it, certainly not. But it is true. As you know Cass my Partner decided to retire and play Golf, since he had more money than he knew what to do with it. Working was no longer an option for him. Although Cass is no longer with us he had 9 glorious years after retiring to enjoy the fruits of his labour. He also left a nice nest egg for his wife to live very comfortably. Although I was 13 years younger than him, and thought I was invincible, he persuaded me to save our dividends and anything extra we made as the time for my retirement was beckoning.

One of the best decisions I made was to follow his advice and come to FPP to get advice on Pensions and Savings etc. This must have been at least 20 Years ago.

Patrick what can I say, you are no longer just an advisor you have become a close friend and still advise me on a day to day basis. This sense of trust and security you have given me all these years have made my life a lot easier.

I have always taken your advice now have a healthy Pension and properties to live comfortably with my family for the rest of our lives.

A VERY LARGE THANK YOU FROM ME TO YOU AND YOUR STAFF.

Anwar Said,

Sue has been confidently taking advice from Patrick (and his strong team at FPP) since 1990 and now we have consolidated our finances under Patricks guidance into a Skandia managed fund giving us more easily managed finances and reduced tax liabilities. We then found we had sufficient income available to allow us to consider early retirement and enjoy sailing in the Mediterranean, and so thanks to Patrick we did! Patricks personal style is excellent providing a reassuring yet detailed appraisal of what needs to be put where.

Mike & Sue Kimber,

The Financial Planning Partnership have provided me with an individually tailored financial management service which I havent been able to find elsewhere. Their consultant explains issues in easily understood terms and is always available to provide reassurance and guidance. I have no hesitation in recommending them – and have already introduced close friends – who are still talking to me!

Colin Moir,

Financial Planning Partners is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 301132

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