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.

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.