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  11. Plain Speaking Financial Planning Ltd

Plain Speaking Financial Planning Ltd

Independent Financial Adviser  Spithurst Hub, Barcombe, East Sussex, BN8 5EE
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FCA authorised
Last authorised 25th January 2021
My job is to help you use your wealth to stop doing the things that you don’t want to and start doing the things that you do!
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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Income protection insurance
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Life 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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Long term care
Meet our advisers
Phil Tolhurst
Chartered Financial Planner
About us

One of my client’s is a GP. We first met around 6-7 years ago. The first thing he said to me was; “The average life expectancy of a GP who works until they are 65 is 18 months. I’m not working until I’m 65!”

And the good news is he won’t be! We have put together a plan using all of his assets and structured them in such a way that he and his partner will stop work in March 2022 when he will be just 55.

They are already planning their road trip around Europe.

Our services

I will help you create a clear and understandable financial plan that will enable you to live the life of your choosing without worry or regret.

Preferred clients
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Spithurst Hub, Spithurst Road, Barcombe, East Sussex, BN8 5EE

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