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 have offices in Kent, Surrey, Essex, Berks, Hants
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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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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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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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 13th September 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 - individual adviser accreditation
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.

We have access to institutional style investing, where we select the best of breed investment solutions from the whole of market.

We act without fear or favour with the best client outcomes being our guiding principle.

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, EC2N 2AT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 13th September 2021

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