Financial Planning Partners Ltd

Independent 19 Wellington Business Park, Dukes Ride, Crowthorne, Berkshire, RG45 6LS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Don't take our word for it. Check out our video testimonials at <url hidden>.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Alison Brazier DipPFS
Client Services Manager
Tony Rea
IFA
Accreditations
Chartered Financial Planner
Patrick Waller
Principal
Accreditations
Chartered Financial Planner
What our clients say
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
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
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
Where to find us

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

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0