Foundation Financial Planning

Independent Financial Adviser Maxwelton House, Boltro Road, Haywards Heath, West Sussex, RH16 1BJ
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
19th August 2019
Independent Financial Advisers, investment, tax, trust and retirement options focus. Long established practice, Chartered Adviser tapped into investment markets.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Gianni Campopiano APFS
Independent Financial Adviser
Chartered Financial Planner
Andy Barr
Independent Financial Adviser
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.
Doreen, Worthing
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
Where to find us

Maxwelton House, Boltro Road, Haywards Heath, West Sussex, RH16 1BJ

Make an enquiry
About us

Although we take great care in supplying analysis and independent advice on the most appropriate investment, pension and insurance products, we believe that 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.

Our services

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 analyst who monitors client portfolios and works on investment decisions and strategy.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Our compliance is provided by Bankhall. This ensures the quality of our work is being assessed by an outside/independent source. Bankhall test 15% of our files each year and audit our business once a year.

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