01344 778990


Wealth Management

Financial Planning sits at the heart of everything we do for our clients. It's the map that shows them how they get from where they are, to where they want to be. The aim of our wealth management service is to help you to enjoy a successful investment experience and to be better organised financially so you can face the future with increased confidence and security.

Very few people in their twenties and thirties are concerned about retirement. To the young it seems a long way into the future, and they think there's plenty of time before they need to sort it out. But as you get older it's a different story. To a fifty-year old retirement is so close they can almost touch it. From a financial perspective there's so little time to sort it out, and if they could turn the clock back they would.

As youngsters we believe we have all the time in the world, so faraway things tend not to get done. And even as we get older we're easily distracted by the 'here and now', our minds wandering to more interesting things. The problem with humans is we don't think very far ahead.

So when people visit a financial planner, it's because they want something done that's bothering them now. They could be sorting out a pension problem or getting some investment advice. But pensions and investments aren't the interesting things people want to achieve in life… they're topics that can make a lot of people's eyes glaze over. It's little wonder there's limited enthusiasm about financial planning. However, the things we all want to achieve can often be linked to financial independence; to have enough money to reach our goals and aspirations, to have enough to choose what we want to do. Not everyone wants to retire, but everyone wants the freedom to choose. Some would stop work tomorrow if they could, and spend time travelling or with family. These are things worth planning for.

Financial planning provides clarity to make informed decisions and the peace of mind that comes from knowing your financial affairs are in safe hands. As in any endeavor, a well thought out plan significantly increases the likelihood of a successful outcome. Many people worry about their financial security; about running out of money. Many also dare to dream; the holiday home, the vintage car, the world cruise. We are specialists in removing worry and ensuring those dreams are successful ones. Our knowledge, expertise and actions make sure our clients' money is in the right place and a time that is right for them.

We will take the time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.

We build inspirational financial plans specifically designed around individual circumstances to ensure our clients can relax and enjoy the important things.

Contact us

Financial Planning Partners (FPP)
19 Wellington Business Park
Dukes Ride
RG45 6LS

Email: admin@fpp-ifa.co.uk
Tel: 01344 778990

FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.

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Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 https://www.fca.org.uk/register.

Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. 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. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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