Tetra Financial Planning
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At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
We can advise you on
Clients
helped
265helped
Minimum
pension value
£20k+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Michael O'Connell
Managing Partner
Mr David Bagley
Managing Partner
Mr David Chambers
Managing Partner
What our clients say
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Andrea Ögludóttir
I had a fantastic experience working with David!! He made the process of setting up my insurance smooth, explaining all my options clearly and ensuring I got the right coverage for my needs. His...
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olabisi ogundare
I met the team at Asda Bexleyheath .They were all professional, They immediately understood all what i was aiming to achieve. its a pleasure of working with David, and I couldn't be more impressed....
jm
Jordan Munday
David Chambers helped me sort out a couple of old work pensions and get a plan in place for the future - couldn’t recommend enough and very happy with the advice he provided!
gb
Georgina Bennett
Michael helped my husband and I with our pension and insurance requirements, every stage throughout the process was simple and easy to understand his explanations and guidance was clear, concise and...
fs
Faitha Sunday
've had an amazing time so far with Tetra financial planning, they've been informative, patient and kind with me through out this whole process . Walking me through it . Would definitely recommend...
nc
Nathan Cook
Great service & exceeded expectations - would definitely recommend Tetra
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees.
Legal information
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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.