Financial Planning Partners Ltd

Independent Financial Adviser 19 Wellington Business Park, Dukes Ride, Crowthorne, Berkshire, RG45 6LS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Don't take our word for it. Check out our video testimonials at .
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Wealth management
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Patrick Waller
Principal
Accreditations
Chartered Financial Planner
Tony Rea
IFA
Accreditations
Chartered Financial Planner
Alison Brazier DipPFS
Client Services Manager
What our clients say
FPP has provided me with an individually tailored financial management service which I haven’t been able to find elsewhere. Their consultant explains issues in easily understood terms and is always available to provide reassurance and guidance. I have no hesitation in recommending them – and have already introduced close friends – who are still talking to me!
Colin Moir, Reading
FPP have looked after our complete portfolio for some years now and I am very happy to say that we are delighted with the complete service provided by them. Their advice is well thought through and presented in a very professional manner. FPP always provides the upsides and downsides of every financial decision that we make which places us in a unique position to make the best informed decisions for our needs. We highly recommend them.
Dave and Patty Constable, Binfield
I am a Chartered Insurance Broker and for the last twelve years of my business life I ran my own Insurance Broking and Financial Services Company. When I sold the business I required professional advice on the investment of the Capital I had accrued and the funds that were available in my Pension Plan. I sought the services of a professional firm that was able to offer access to experienced professionals supported by the most up to date technical research and robust investment platforms. It was important to me that the advice and support was ongoing and the management of my financial affairs would continue to receive the detailed consideration necessary to produce peace of mind and an acceptable return on the funds under management. FPP have not only delivered what I required but have exceeded the standard of care and consideration that I expected, the attention from the Principal through all the support staff has been of the highest calibre.
John Pendleton, Sandhurst
Where to find us

19 Wellington Business Park, Dukes Ride, Crowthorne, Berkshire, RG45 6LS

Contact us
About us

Our whole ethos is about helping clients have great outcomes whether that be sorting out their pensions, retirement planning, tax planning, keeping money in the family for generation after generation...it's why we get up in the morning.

We are also perfectly happy dealing with a specific issue such transfers from final salary (defined benefit) pension schemes, saving Inheritance tax, keeping your money in your family, we are also excellent at is helping clients plan their financial future, put in place sound financial plans that work.

Our clients then get on with having the fun that they have worked for and sleep at night knowing they have enough money to do so.

We are proud to be a winner of the Retirement Planner of the Year Award 2016 from Retirement Planner Magazine.

We are specialists in transfers from Defined Benefit pensions (also known as final salary pensions)

Our services

We find out what our clients really, really want by asking questions - lots and lots of questions. We even give clients homework.

Then we listen.

Then we create proper financial planning solutions.

Then we implement the plan.

Then we keep the plan working.

Then we make sure our clients have fun. Lots of fun.

That's it.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Authorised and Regulated by the Financial Conduct Authority

Similar advisers near you

Independent Financial Adviser 2.57 mi
A professional, approachable and dependable firm of Chartered Financial Planners where the interests of clients always come first.
 
Independent Financial Adviser 2.57 mi
Specialise in: Retirement Planning, Pensions, SIPP's, Annuities, Investments, NISA's, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts
 
Independent Financial Adviser 2.94 mi
EBP provides expert bespoke advice to individuals and businesses to help achieve their financial goals and/or business planning objectives.
 
Independent Financial Adviser 3.22 mi