Independent Financial Adviser
Brooklands Business Park, Weybridge, KT13 0TT
First meeting at adviser's own cost
Pyrford Financial Planning specialises in retirement planning. If you are planning for retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
AF8 - Retirement income planning (CII)
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
What our clients say
When we decided to work with a new financial adviser we knew that we wanted to find someone who would understand and appreciate our short, medium and long term goals.
From the very first meeting it was clear that Noel's main objective was to help us meet ours. We spent time establishing our objectives and the best way to achieve these.
In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser.
We now feel reassured that we have a robust plan in place alongside a vision for our financial future.
Mr and Mrs H, Knaphill, Surrey
When my company pension web page pointed me towards <url hidden>, I expected a bit of advice regarding my options on the closure of a pensions scheme.
What I got instead from Noel was much better. He helped me to take a proper in-depth look at my finances and my retirement goals, and to plan ahead much more constructively.
I wish I had found this service before – I think, like many people, I had kept my head in the sand and hoped that everything would work out alright, but now I feel much more confident that I’m on the right track, that what I want to do is achievable, and that my future is as secure as it can be in this era of uncertainty.
J.W.Davis, Ottershaw, Surrey
I had 4 pension funds with 2 pension companies which were due to mature. Having battled with both companies for several months and got very frustrated with their poor communication, inefficiency, obfuscation and obstruction, I handed the task over to Noel.
He was brilliant and persevered when he came up with the same problems, which also frustrated him. I am confident that I have done much better financially with Noel’s help than if I’d just taken the easy option, given in and stuck to what pensions the companies were offering me.
I admired Noel’s determination and also his efficiency. He kept me informed and knew to contact me on key dates, without me having to chase him. He was a pleasure to do business with as he was professional but also friendly and unstuffy. I would recommend him.
Miss J, Woodham, Surrey
I had been searching for a good while for a financial adviser. I had already talked to several who all seemed rather spivvy with all sorts of grandiose schemes when Noel responded to my request on Unbiased. After our first meeting I knew I had the right man. Noel was clear and concise about what he could do and how he would go about it. There were no unrealistic promises or byzantine fee structures. Noel helped me work out what I wanted to do and what I needed to do to achieve it. Once we got into the detail Noel managed to find a lot more funds than I knew I had. Noel consolidated all my different pensions from various sources and devised a clear investment plan that was realistic and easy to understand. Noel continues to manage it all and give advice when needed without pressure or badgering me to take on new investments. I was very fortunate to find Noel and benefit from his practical and expert advice.
Mr H, Battersea, London
Thank you for visiting our profile.
We provide high-quality financial planning to help our clients achieve their retirement goals.
We'll help you answer key questions that you may have, such as:
• Do I have enough money to retire now? If not now, when?
• How do I optimise lifetime taxation?
• How can I use my savings and investments to produce a sustainable income for the rest of my life?
• What should I do with an inheritance I've received?
• Can I afford to gift to my children/grandchildren while still maintaining my lifestyle?
Our tried and tested retirement planning process is designed to provide clarity and peace of mind, giving you the confidence to live your desired lifestyle without fear of running out of money.
We offer a refreshing alternative to the traditional financial adviser offering that focuses solely on pensions and investments.
Our clients tell us that they value us most for helping them:
1. Build a picture of what lifestyle they want in their retirement.
2. Plan for the best way to get there.
3. Ensure they stay on track.
Our book "Planning for retirement: Your guide to financial freedom" gives more detail on our retirement planning process, and we'd be happy to send you a complimentary copy to help determine if we are a good match for your requirements.
Please get in touch via our website or give us a call to find out more.
Where to find us
Head office address: Brooklands Business Park, Weybridge, KT13 0TT
Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference.
We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
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