Fresh Perspective Financial Planning Ltd

Independent Financial Adviser Hartham Park, Corsham, Wiltshire, SN13 0RP
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th July 2019
We're a different type of financial planning firm, one that puts you at the heart of what we do
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Will Driver LLB CFP MCSI APFS IMC DipCII
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Richard Boyd BA CFPCM APFS AIFP IMC
Director
Accreditations
Chartered Financial Planner
Where to find us

Hartham Park, Corsham, Wiltshire, SN13 0RP

Make an enquiry
About us

Our aim is simple; to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

We offer peace of mind, with our financial planning and wealth management service built around our cornerstones of professionalism, impartiality, trust, honesty, integrity and transparency.

We want aim to offer innovative solutions and a service tailored to individual needs. We will listen to you as we want to truly understand what you hope to achieve with your financial resources.

Our services

We are a Chartered firm of financial planners; the industry’s gold standard. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

© Copyright 2018 Fresh Perspective Financial Planning Ltd

Hartham Park, Corsham, Wiltshire, SN13 0RP  t:

Fresh Perspective Financial Planning Ltd is authorised and regulated by the Financial Services Authority

Registered Office: Hartham Park, Corsham, Wiltshire, SN13 0RP

Registered in England and Wales: 8162092

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