Financial Planning Partners Ltd

Independent Financial Adviser  19 Wellington Business Park, Berkshire, RG45 6LS
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FCA authorised
Last authorised 1st March 2021
Don't take our word for it. Check out our video testimonials at <url hidden>.
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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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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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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Payment protection 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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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
Mrs Alison Brazier Dip PFS
Senior Paraplanner
Mr Patrick Waller APFS
Chartered Financial Planner
Mr Andy Hearne FPFS
Chartered Financial Planner
Mr Andy Hearne FPFS
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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