Lothbury Pendil Chartered Financial Planners Limited

Independent Financial Adviser  The Workshop, Folkestone, Kent, CT20 1JU
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FCA authorised
Last authorised 26th July 2021
Based in London and the south east our team will work with you to create a bespoke financial plan.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Nathan Harris FPFS, MCSI
Chartered Financial Planner
MR Oliver Phillips DipPFS
Chartered Financial Planner
About us

Using the cornerstone of a strong investment process, Lothbury Pendil provides solutions to an individuals investment, pension and tax planning needs.

Lothbury Pendil has a wide and diverse client base, and as a testimony to their reliable and effective methods, the business is built predominately through client referrals. So, whether you're planning for the future, already enjoying your retirement or you're somewhere in-between, we can provide a bespoke service based on your current needs.

Our services

Lothbury Pendil is a firm of Chartered Financial Planners who specialise in helping private clients and small business owners to achieve their financial goals.

Like you, we are individual and independent. We won't try to aggressively promote a particular investment, encourage you to follow fads or categorise you.

Our team will work with you to create a bespoke financial plan based on your needs and your needs alone.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    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.

The Workshop, 32-40 Tontine Street, Folkestone, Kent, CT20 1JU

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