Elementary Financial Planning Ltd

Independent Financial Adviser Elementary Financial Planning Ltd., Worthing, West Sussex, BN13 3HD

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FCA authorised

Last authorised 2nd August 2021

Our aim is to make finance simple.

We can advise you on

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Pensions & retirement

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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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Mortgages

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Buy my next home

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Equity release

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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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Accident & sickness

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Critical illness

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Healthcare

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Income protection insurance

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Life insurance

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Tax & trust planning

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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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Business

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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

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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

Telephone
Face to face

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

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