Charnwood Financial Planning LLP

Restricted - Whole of Market  Unit 7, Coalville, Leicestershire, LE67 4JP
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FCA authorised
Last authorised 19th October 2020
Retirement? You Ready? Made the right decisions? Here at Charnwood FP we have over 25 years of experience .
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Savings for children
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Commercial mortgages
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Stockbroking services
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Long term care
Meet our advisers
Robert Smith
Financial Adviser
About us

We are a firm of financial advisers based in Leicestershire. Our clients come from all walks of life and they all have one thing in common – they value sound financial advice.
We can advise on most aspects of financial planning having experts in Long Term Care and Retirement Planning, as well as Equity Release.
Our advisers are all fully qualified and insured and we are regulated by the Financial Conduct Authority.
Sound financial advice need not be complicated or expensive but it is worth every penny.
Get in touch and let’s see if we can save you money and make what you have work that little bit harder.

Our services

Get in touch with us for advice on getting the most income out of your pension plans.
Find out what your final pension will be and how it will be paid to you.
Tell us if you are in ill health or a smoker – this could mean more income.
Get in touch now – send us an e-mail and we will get back to you.
Don’t wait until the day you retire to seek advice – do it now.
If you are over 55 you could release a tax-free cash sum from your pension right now.

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

Unit 7, Whitwick Business Centre, Stenson Road, Coalville, Leicestershire, LE67 4JP

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