Elementary Financial Planning Ltd

Independent Financial Adviser Elementary Financial Planning Ltd., Columbia House, Columbia Drive, Worthing, West Sussex, BN13 3HD
FCA verified
15th October 2018
Our aim is to make finance simple.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • 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
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Equity release
    • Home reversion
    • Long term care
Meet our advisers
adviser-person
John Simmons APFS
Chartered Financial Planner
adviser-person
Philip Bower FPFS
Chartered Financial Planner
Where to find us

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

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.

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

Fully authorised by the Financial Conduct
Authority.

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