Lothbury Pendil Chartered Financial Planners Limited

Independent Financial Adviser  Brigden Hill Farmhouse, Battle, East Sussex, TN33 9PB
check
FCA authorised
Last authorised 11th October 2021
Carefully providing effective financial solutions, tailored to your situation
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Oliver Phillips APFS
Chartered Financial Planner
About us

Like you, we are individual and independent.

Our expert team of chartered financial planners and network of support staff will work with you to create a bespoke financial plan, based on your needs and your needs alone.

We utilise the latest planning techniques & technology, helping you visualise different scenarios to establish the optimum way forward.

Our technical expertise allows us to advise on the most complex of situations, though we are equally adept at explaining financial matters in an easy to understand manner – allowing you to make informed choices.

With offices in London, Folkestone, Crawley & Battle we are well placed to assist clients throughout the South East; visiting you at your home or workplace, or meeting at one of our offices.

We work with primarily with three types of clients;
- People approaching or in retirement. Helping you plan your finances to produce a sustainable and tax-efficient income.

- Business owners. Helping you to plan your personal and company finances compliantly, leaving you free to focus on your business.

- Families. Helping you plan for your financial future, whether this be saving effectively, protecting your situation or passing on your wealth efficiently.

Our services

Lothbury Pendil Chartered Financial Planners provide bespoke financial solutions to meet your needs; whether that be planning & protecting your future, reviewing existing provisions, drawing benefits or investing tax efficiently.

We focus on producing a long-term financial plan, which is regularly reviewed as your situation changes. We always explain our charges at outset, and normally agree fixed initial fees so there's no unexpected surprises.

Along with planning for individuals we also assist company directors and their businesses; helping extract profits tax efficiently, advising on company pensions for 'auto-enrolment', self-invested pensions, employee benefit schemes as well as keyman and shareholder protection.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Lothbury Pendil Chartered Financial Planners is a trading style of Lothbury Pendil Financial Services Limited, an appointed representative of TenetConnect Limited; which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, company number 07123731. Registered address: 8 Laurence Pountney Hill, London, EC4R 0BE.

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.

Brigden Hill Farmhouse, Ashburnham, Battle, East Sussex, TN33 9PB

Similar advisers near you

Independent Financial Adviser 5.87 mi
Specialists in Pension, Protection and Investment planning. SOLLA long-term care accredited adviser and East Sussex County Council Trading Standards approved.
 
Independent Financial Adviser 5.88 mi
Truly Independent Advisers. I personally specialise in Investments and Pensions and I believe I go the extra mile for my clients as I would do for my friends and family, so you will feel safe that you are receiving a personal yet professional service.
 
Independent Financial Adviser 6.07 mi
Chartered Financial Planners - Independent advice - We will advise and make recommendations for you after we have assessed your needs.
 
Independent Financial Adviser 6.96 mi
If you are considering taking independent financial advice, we would love to talk to you ,and we are happy to serve clients with any level of wealth.