Lothbury Pendil Chartered Financial Planners

Independent Financial Adviser  John de Mierre House, Haywards Heath, West Sussex, RH16 1UA
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FCA authorised
Last authorised 20th September 2021
We help you plan, review and achieve your financial goals. We have a very honest and open approach with clients which including discussions about costs and charges.
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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Equity release
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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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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group life insurance
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Long term care
Meet our advisers
Mr Trevor Garson FPFS
Chartered Financial Planner
About us

Like you, we are individual and independent. Our team will work with you to create a bespoke financial plan based on your needs and your needs alone.

We won't try to strongly promote a particular investment, encourage you to follow fads or categorise you.

We have offices in London and across the South East providing financial planning for Individuals, Companies and Trusts.

Whether you you are looking for a complete holistic planning service or help with a one of piece of advice, we are happy to have a chat and will help if we can.

Our services

When we approach financial planning, we start with a blank sheet. We know each person’s needs are different, so we will never try to advise an "off the shelf" plan. The plan we build together will be for you and only you.

We will make it very clear what we will be doing for you, how it will benefit you and all the charges involved with our advisory services.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Lothbury Pendil Financial Services Ltd is an appointed representative of TenetConnect Limited.

Lothbury Pendil Financial Services Limited is registered in England and Wales. Company number 07123731. Registered address: 8 Laurence Poutney Hill London EC4 0BE.

John de Mierre House, 20 Bridge Road, Haywards Heath, West Sussex, RH16 1UA

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