1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. Finsbridge Financial Planning

Finsbridge Financial Planning

Independent Financial Adviser  29 Throgmorton Street, 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
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
Critical illness
check
Income protection insurance
check
Life insurance
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
Make an enquiry Request a call back Recommend to a friend
Response rating
8.0/10
phone Show number
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Make an enquiry Request a call back Recommend to a friend
Response rating
8.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Austin Chapel Independent Financial Advisers LLP
Independent Financial Adviser 0.54 mi
Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.
 
See profile
The Private Office
Independent Financial Adviser 0.91 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Eppione
Independent Financial Adviser 0.94 mi
No matter what stage you are in your life, you will need an ongoing strategy to manage your pensions, savings and investments. We use lifetime cashflow planning so that our clients have absolute clarity and are able to make informed decisions.
 
See profile
Flying Colours
Independent Financial Adviser 0.95 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile