Supportive Financial Planning Limited

Independent Financial Adviser  10 Margaret Street, London, Greater london, W1W 8RL
Welcome to Supportive Financial Planning … if tax is taxing … if money is a worry, we're here to help
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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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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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Clive Perks (Chartered Financial Planner)
Chartered Financial Planner / Tax Adviser

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

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
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>

Where to find us
Head office address: 10 Margaret Street, London, W1W 8RL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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