Hankley Financial Planning

Independent Financial Adviser  Send Business Centre, Send, Surrey, GU23 7EF
We specialise in helping individuals and families create and protect their wealth all the way to retirement and beyond.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Group ISA
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Alex Ommanney Bsc(Hons) DipFA
Independent Financial Planner

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

About us

Hankley Financial Planning's approach is to work with you to establish your objectives and create a financial plan. Regular reviews form an important part of the process to ensure you are able to achieve your goals.

Our services

The most common mistake we find individuals make in financial planning is not having a cohesive financial plan. Whilst most people have a variety of savings and investment products and an ideal for the future, they have not ensured that everything is working in harmony to achieve their goals.

Allowing a single adviser, who you trust, to work with you to determine suitable financial decisions, will ensure that your aspirations can be met as efficiently as possible. We pride ourselves in translating even the most technical jargon into simple terms to ensure you understand the decisions you are making.

Where to find us
Head office address: Send Business Centre, 3 Tannery House, Tannery Lane, Send, Surrey, GU23 7EF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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