Consequential Planning Ltd

Independent Financial Adviser  Snuff Mill Warehouse, Bewdley, Worcestershire, DY12 2EL
First meeting at adviser's own cost
We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
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 & retirement planning
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Pensions review
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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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Critical illness
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Income protection insurance
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Life insurance
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Group Pension/Stakeholder
Response rating
9.5/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
David Farrance
Director & Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
About us

Our Pension and Investment propositions have been designed to reflect a broad selection of the types of multi asset investment strategies available.

This gives our clients a wide choice of investment solutions but still maintains a consistent client outcome, which is a risk rated multi asset investment portfolio.

In addition, our fee structure and fund selection are based on a close attention to charges, our minimum aim is to provide a positive return in excess of inflation.

Our services

Bespoke Financial Advice, Personal or Corporate.

Where to find us
Head office address: Snuff Mill Warehouse, Park Lane, Bewdley, Worcestershire, DY12 2EL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 1st March 2021

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