We are pension transfer specialists and able to advise on transfers from Defined Benefit Schemes.
We aim to differentiate ourselves from the majority of financial advisory and wealth management firms.
We do that by placing customer service at the heart of everything we do.
We will listen to what it is you want; we tell you what it is going to cost; and we do what we say we are going to do.
Gary Nettleingham, the managing director is a Chartered Financial Planner.
This is the gold standard qualification for financial advisers in the UK and is held by only around 10% of IFAs.
Prior to founding Catalpa Financial Planning Ltd Gary spent 30 years in the financial service industry; 21 years of which were at HSBC where he managed the global foreign exchange cash business and sat on a committee of the Bank of England.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
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