Independent Financial Adviser
2nd Floor Front Office Suite. 38-42A South Road (front entrance next door to HSBC), Haywards Heath, RH16 4LA
First meeting at adviser's own cost
Independent Financial Advisers. Investment, tax, trust and retirement options focus. Chartered Adviser, our business is tapped into investment markets. A truly local firm practicing in Haywards Heath for 24 year serving local and London based clients.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I approached Foundation Financial Planning for a second opinion on some advice I had received from another adviser. Without attempting to take this business away from the other adviser they assisted me in understanding in a deeper way what was necessary to add value to my financial situation overall. As a part of this process I was introduced to optimum investment advice techniques and overall transparency.
Further to this I instructed them on other corporate and personal work and can confirm that Foundation Financial Planning are always looking to add value and justify the fees they charge. I have been very satisfied with the way they have handled my account and I feel confident in their abilities. They work as a team with the common objective of delivering me the best outcome.
Ivan, Haywards Heath
I was referred to Foundation Financial Planning by a very good friend of mine and since then they have undertaken many areas of finance for me. These areas include investment planning for income, my personal tax affairs and even my Lasting Powers or Attorney. They regularly update me on the progress of my portfolio which is very re-assuring in these difficult times.
They are patient and clear allowing me to be confident in the arrangements they make on my behalf and their financial recommendations. It never matters who I speak to when I telephone as they all seem to know what is going on and they are very helpful and patient. Staff at Foundation Financial Planning are always clear about charges and their fees and I find them very easy to talk to and to deal with.
The team at Foundation Financial Planning have looked after me for many years. They made the best use of my capital through very difficult economic times and converted that capital in the best way to see me into my retirement.
They were helpful, communicative and patient in all financial areas to include my personal tax affairs and continue to be so.
Importantly, they were clear in what was being recommended to me and why. I saw the costs associated with their advice which were always made clear, as an investment in my financial future.
Ed, Haywards Heath
Although we take great care in supplying analysis and independent advice on the most appropriate investment, pension and insurance products, we believe financial advice extends far beyond products alone.
More and more of us are being ensnared by stealth taxes so our objective is to shield our clients and their heirs from avoidable income tax, capital gains tax and inheritance tax.
We divorce our fee from the activity of investing. We charge a fee for the preparation recommendation and execution of the investment process. This fee may come from you the client directly, or from the fund (as agreed) but our fee is not triggered when we initially invest your funds. To be remunerated when you invest a client's capital causes biases and clouds judgement. We have kept our investment advice In-house rather than becoming 'introducers'. We have a dedicated investment team who monitor client portfolios and works on investment decisions and strategy.
Where to find us
Head office address: 2nd Floor Front Office Suite. 38-42A South Road (front entrance next door to HSBC), 38 - 42a South Road front entrance next door to HSBC, Haywards Heath, RH16 4LA
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