Plain Speaking Financial Planning Ltd
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
21 Pineham Copse, West Sussex, Haywards Heath, RH16 3HT
Contact 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.
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!
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