Supportive Financial Planning Limited

Independent Financial Adviser 10 Margaret Street, London, W1W 8RL
Response rating
7.0 /10
FCA verified
11th November 2019
Welcome to Supportive Financial Planning … if tax is taxing … if money is a worry, we're here to help
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Sharia finance
    • Long term care
Meet our advisers
Clive Perks (Chartered Financial Planner)
Chartered Financial Planner / Tax Adviser
Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
“Clive was very knowledgeable and helpful and a nice friendly person”
Mr & Mrs D, England
“Clive you give us all the time and understanding we need. Thank you”
Dr & Mrs H, England
“Clive was very knowledgeable and helpful and a nice friendly person”
Mr & Mrs D, England
“Clive has taken a huge load off my mind – I trust him completely”
Mrs M, England
“Clive you give us all the time and understanding we need. Thank you”
Dr & Mrs H, England
“Clive has taken a huge load off my mind – I trust him completely”
Mrs M, England
Where to find us

10 Margaret Street, London, W1W 8RL

Make an enquiry
About us

We offer you a unique approach to financial and tax advice, rooted in the principle of blending knowledge, experience and a passion to care.

Supportive Financial Planning provides advice on how best to improve your financial wellbeing in the most tax-efficient way. We help you understand the options available, we bring clarity and then we give peace of mind that you are supported each step of the way.
What makes us different is our passion to help our clients improve their financial security, help them improve the financial security of their loved ones and, above all, it’s how we make them feel.

When you're living the dream, we're here for you; when your get-up-and-go has got up and gone, we are here for you; when your children are your future we are here for them.

You wish for advice from someone who is a highly qualified chartered financial adviser, completely independent, and who cares.

We know what works, what doesn’t and why.

You’ve come to the right place.

We look forward to helping you.

Call now, let’s talk.

Call <phone number hidden> - if the lines are busy then please call back: we are here to help.

Our services

Inheritance Tax, Building and preserving your wealth.

We offer you a unique approach to financial advice, rooted in the principle of blending knowledge, experience and a passion to care.

… so you're worried about inheritance tax … you’re wondering who will inherit more of your estate, your children or the taxman … you know how that makes you feel …

Supportive Financial Planning provides advice on how best to reduce the amount of inheritance tax you have to pay.

We know what works, what doesn’t and why.

let’s talk.
We are ready to listen
Call <phone number hidden>

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0