Response rating
9.0/10
FCA verified
20th March 2017

Adapt Financial Planning

Financial Adviser (Restricted Whole of Market) Telephone Based, Financial Advice, Greater London, London, SW11 5QL
Quality financial advice in a straightforward, affordable and accessible way.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Richard Nash
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

We provide affordable financial advice to clients across the UK. We try to ensure that everything is explained in a straightforward manner, which can be understood and we pride ourselves on having an open and honest approach.

Our objective is to enable our clients to get the most out of their assets, using the rules, tax allowances and range of products currently available . We are able to advise upon all aspects of financial planning including pensions, investments, protection and estate planning.

Our services

• Pensions • Retirement Planning • Investments • Estate Planning • Protection

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

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