Laurel Financial Planning

Independent Financial Adviser  14 Willow Park Drive, Gloucestershire, Cheltenham, GL52 8XD
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FCA authorised
Last authorised 20th September 2021
Laurel Financial Planning was born out of a desire to provide high quality on-going Independent Financial Advice to clients.
We can advise you on
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Annuity purchase
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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
MR Nigel Platt APFS
Chartered Financial Planner
About us

Nigel Platt has over 25 years experience as an independent financial adviser. As a Chartered Financial Planner he offers advice on life and sickness protection, retirement planning, savings and investments and estate planning. He works on a fee basis (although fees can often be deducted from products arranged) and offers an initial consultation without any obligation or charge.

Our services

Laurel Financial Planning provides tailor-made solutions to help you to achieve what you want from your money.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

14 Willow Park Drive, Bishops Cleeve, Gloucestershire, Cheltenham, GL52 8XD

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