Charnwood Financial Planning LLP

Financial Adviser (Restricted Whole of Market) Unit 7, Whitwick Business Centre, Stenson Road, Coalville, Leicestershire, LE67 4JP
FCA verified
13th August 2018
Retirement? You Ready? Made the right decisions? Here at Charnwood FP we have over 25 years of experience .
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Savings for children
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Wealth management
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Long term care
Meet our advisers
adviser-person
Robert Smith
Financial Adviser
Where to find us
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.

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

REGULATORY STATUS
CHARNWOOD FINANCIAL PLANNING LLP – Unit 7 Whitwick Business Centre Stenson Road Coalville Leics LE67 4JP is authorised and regulated by the Financial Services Authority. Our FSA Register number is 572955. The Financial Services Authority can be contacted at the following address: 25 The North Colonnade, Canary Wharf, London E14 5HS.

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