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  11. Elementary Financial Planning Ltd

Elementary Financial Planning Ltd

Independent Financial Adviser  Elementary Financial Planning Ltd., Worthing, BN13 3HD
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FCA authorised
Last authorised 22nd November 2021
Our aim is to make finance simple.
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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Buy my next home
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Equity release
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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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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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Long term care
Meet our advisers
MR Philip Bower FPFS
Chartered Financial Planner
MR John Simmons APFS
Chartered Financial Planner
About us

Elementary Financial Planning was established in March 2015 with two Chartered Financial Planners who have over 40 years experience between them and have a highly experienced back office team to support them.

Our services

Explain financial advice in a way that is simple to understand.

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

Elementary Financial Planning Ltd., Columbia House, Columbia Drive, Worthing, BN13 3HD

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