Lothbury Pendil Financial Services Limited

Independent Financial Adviser The Pinnacle, Station Way, Crawley, West Sussex, RH10 1TJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We help you plan, review and achieve your financial goals. We have a very honest and open approach with clients
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
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Trevor Garson FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

The Pinnacle, Station Way, Crawley, West Sussex, RH10 1TJ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Tax treatment is based on individual circumstances and may be subject to change in the future.

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

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

Lothbury Pendil Financial Services Limited is Registered in England and Wales Company Number 07123731 Registered Address: 8 Laurence Pountney Hill London EC4R 0BE.

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