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.
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.
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
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.