Finsbridge Financial Planning

Independent Financial Adviser  29 Throgmorton Street, London, London, EC2N 2AT
First meeting at adviser's own cost
We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.4/10
check
FCA authorised
Last authorised 28th June 2021
Meet our advisers
Mr Rohit Rohela

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Accreditations
Chartered Financial Planner
Mr David Collins

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We are a privately owned business, founded by passionate individuals with client-centric principles. We are driven to be a force for good, for you -our clients, unravelling the complex world of financial planning to give you straightforward advice. We want to empower you to achieve your goals. We do not have any shareholders, no vested interests, no distractions. Just one aim – to deliver the right outcomes for our clients.

Our services

Our services cover the full spectrum of financial services including;

-Investing for the future - ISA, GIA, Investment Bonds, VCT, EIS
-Planning for retirement - Pension consolidation and new plans
-Protecting you and your loved ones - Life, critical illness and income protection
-Long term care and equity release
-Estate planning - IHT Reduction
-Portfolio review service - Free MOT comparison with existing portfolio
-Tracking lost pensions - Get all the information
-ESG investing
- Whole of market Mortgage Advice

Where to find us
Head office address: 29 Throgmorton Street, London, London, CT3 3AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.4/10
check
FCA authorised
Last authorised 28th June 2021

Similar advisers near you

Independent Financial Adviser 6.31 mi
We serve one purpose; to help you make the most of your money.
 
Independent Financial Adviser 6.45 mi
The Langridge Partnership offers a professional, friendly, personal service to individual clients, and small to medium sized companies. Established 1985.
 
Independent Financial Adviser 6.48 mi
We build long term relationships with clients and develop strategies to help you achieve your personal and financial objectives.
 
Restricted - whole of market 6.49 mi
As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow.