Catalpa Financial Planning Ltd

Independent Financial Adviser 230 Hutton Road, Shenfield, Essex, CM15 8PA
FCA verified
17th December 2018
Specialists in pensions, pension transfers, retirement planning, SIPP commercial property, investments, wealth management. Friendly local service, available weekends and evenings.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Gary Nettleingham
Managing Director
Where to find us

230 Hutton Road, Shenfield, Essex, CM15 8PA

About us

Why Catalpa

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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Our services

Catalpa Financial Planning is an independent, privately owned business, providing high quality financial advice and investment management to individuals and businesses.

Specialists in pensions and pension transfers, retirement planning, investments and wealth management, finances and divorce, and commercial property held in pensions.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Catalpa Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 678645. Registered in England & Wales, Company Number 08637267. Registered Office address: Hunter House, 150 Hutton Road , Shenfield, Brentwood, Essex, CM15 8NL. Trading address: 230 Hutton Road, Shenfield, Brentwood, Essex, CM15 8PA. Telephone: .

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