Plain Speaking Financial Planning Ltd

Independent Financial Adviser 21 Pineham Copse, West Sussex, Haywards Heath, RH16 3HT
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
I specialise in helping people make the transition into retirement.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Phil Tolhurst APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

21 Pineham Copse, West Sussex, Haywards Heath, RH16 3HT

Make an enquiry
About us

Who do I advise?

The majority of my clients are based in Sussex, although I have others as far afield as Hayling Island, Oxford and London.

They come from a range of professions which includes business owners, GPs, Teachers, Senior Managers and craftsmen.

They are usually, but not exclusively, in the age range of 45-65 and are either at the point where they are planning to stop working or, have already done so. They will have plans to start ticking things off their bucket list and they need to know whether that list is affordable. Others find themselves in a job they no longer enjoy, or dealing with the stress of the daily commute, and want to know if they can afford to escape!

I have over twenty years industry experience as a Financial Planner and, as someone who has planned how to live the rest of my life, feel I am particularly well equipped to help those in a similar position.

Our services

At 'Plain Speaking' I remove the jargon and acronyms which make our subject matter unnecessarily difficult for you to follow. In my experience most people want simple financial discussions with the knowledge that their money is being properly looked after and that no nasty surprises are lurking!

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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