Consequential Planning Ltd

Independent Financial Adviser  First Floor, Business Centre, Bewdley, DY12 1AB
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Group Pension/Stakeholder
Response rating
9.0/10
check
FCA authorised
Last authorised 27th June 2022
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 - individual adviser accreditation
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: First Floor, Business Centre, Severn House, Riverside North, Bewdley, DY12 1AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 27th June 2022

Similar advisers near you

Independent Financial Adviser 0.08 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
 
Restricted - whole of market 0.21 mi
We appreciate that big financial decisions are amongst the hardest and most stressful that you will have to make. We see our role as helping to alleviate that stress by giving you clear, straightforward options to help you make the best decisions you can.
 
Independent Financial Adviser 0.24 mi
My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
 
Independent Financial Adviser 2.75 mi
Johanne and Julian offer professional financial advice, helping you to secure you and your families future.