Clements Financial Planning Ltd

Independent Financial Adviser  Clements Financial Planning, Greater London, London, EC4R 0BE
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FCA authorised
Last authorised 20th September 2021
Theresa draws on a broad cross section of experience within the financial services industry. Looking after clients is our priority.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MRS Theresa Clements
Director/IFA
About us

Cost effective, tailored, tax efficient, investment, retirement, succession and financial planning strategies to meet your personal and family's objectives. Thank you in advance of taking time to read through my summary.

I work closely with a number of clients with a view to adding meaningful value and assist in achieving their financial goals, be it securing a comfortable retirement income, the accumulation and growth of investment assets or inter-generational wealth transfer.

I am passionate about both financial markets and building long term client relationships –my personal ethos could be summarised: “look after your clients and they will look after you”.
From many years of experience in financial services, I can offer pragmatic advice and support in a number of areas as I have a thorough appreciation of the following:

• Adding value and expertise to my clients.
• Managing clients’ expectations in the context of their investment objectives.
• Ensuring that client portfolios remain in line with their willingness and capacity to take risk.

I would be delighted to engage with , new clients and those who share my values and enthusiasm to the highest professional standards.

Our services

Investment Management
Pension Planning
Inheritance Tax planning
Protection for individuals and business
Financial Planning
Estate and succession planning
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING, TAXATION ADVICE, ESTATE AND SUCCESSION PLANNING.
A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Registered in England and Wales under reference: 969 - 4956.
Registered office address: 8 Laurence Pountney Hill, Greater London, London, EC4R OBE

Clements Financial Planning, 8 Laurence Pountney Hill, Greater London, London, EC4R 0BE

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