Clements Financial Planning Ltd

Independent Financial Adviser Clements Financial Planning, 8 Laurence Pountney Hill, Greater London, London, EC4R 0BE
FCA verified
15th October 2018
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
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Theresa Clements
Director
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Clements Financial Planning Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826. Clements Financial Planning Ltd is Registered in England and Wales under reference 09694956.

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