Lothbury Pendil Financial Services Limited

Independent Financial Adviser Brigden Hill Farmhouse, Ashburnham, Battle, East Sussex, TN33 9PB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th June 2019
Carefully providing effective financial solutions, tailored to your situation
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Oliver Phillips APFS
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
About us

Like you, we are individual and independent.

Our expert team of 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 Financial Services Limited provides 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.

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

Lothbury Pendil Financial Services Limited is Registered in England and Wales. Company Number 07123731. Registered address and principal place of business: 8 Laurence Pountney Hill, London, EC4R 0BE.

Lothbury Pendil Financial Services Limited is an Appointed Representative of TenetConnect Limited which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the 'Financial Services Register' (www.fca.org.uk/register) under reference 149826.

The Financial Conduct Authority does not regulate tax planning, trust advice, National Savings & Investments, auto-enrolment and legal services. Tax treatment is based on individual circumstances and may be subject to change in the future.

The value of investments and income from them may go down. You may not get back the original amount invested.

A defined contribution pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income will depend upon the size of the fund at retirement, future interest rates and tax legislation.

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