Peppermint Financial Solutions Ltd

Independent Financial Adviser  First Floor, Weybridge, Surrey, KT13 9UN
First meeting at adviser's own cost
We guide you in your financial journey so you can achieve the things in life that are important to you.
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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Buy my next home
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Buy to let
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible 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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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 risk
Response rating
9.0/10
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FCA authorised
Last authorised 11th October 2021
Meet our advisers
MR Paul Thorpe
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

At Peppermint we offer independent, expert advice to individuals, families, and small businesses across a range of financial needs.

Our focus is on listening to our clients and building a trusted relationship. We ensure that your needs are met by first understanding your aspirations and then working with you to fulfil them.

Peppermint was started in 2002 to provide a fresh approach to financial planning. The aim then is still the same today: to provide superior service to a core set of clients.

Whether you’re looking to buy a new home, plan your retirement or have assets to invest, we are here to help you plan successfully – for now and the future.

We offer support to small businesses related to shareholder protection, pension schemes, and key person cover. We will work with you to understand your business goals and plan appropriately to help put you in the best position to achieve the business outcomes you require.

As an independent financial advisor, we are not biased in our advice. We can offer the best solutions across the marketplace.

Our services

Our advice is tailored to each individual circumstance and is based on decades of experience in financial planning. The first step is to listen to you and then give you direct access to our expertise.

Whatever stage of your financial journey you are on, we will work alongside you to make sure each step forward is the right one for you.

Appointing a financial advisor is an important decision and we want you to feel confident about your choice. Our first meeting is a no-obligation, complimentary session. We look forward to talking with you.

Where to find us
Head office address: First Floor, 111 Queens Road, Weybridge, KT13 9UN
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Peppermint Financial Solutions Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.

Tax and trust planning advice are not regulated by the Financial Conduct Authority.

Response rating
9.0/10
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FCA authorised
Last authorised 11th October 2021

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