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
helped
368
Minimum
pension value
pension value
£20k+
Minimum
wealth
wealth
£0+
Minimum
mortgage value
mortgage value
£250k+
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
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 attention to detail was outstanding and showed his experience well with his knowledge. I highly recommend Tetra Financial Planning to anyone looking for expert financial advice - I’ve already recommended them for my parents and siblings!!
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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 fully transparent. It has given us the confidence we were both looking for in our financial requirements. We both would highly recommend Tetra financial planning to anyone looking to better understand and move to a supportive provider.
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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. David was incredibly quick, and informative throughout the entire process. of explaining what i need to achieve. He made what could have been a stressful experience feel seamless and straightforward. his efficiency and clear communication ensured that I was always up-to-date and well-informed. I highly recommend David for anyone in need of planning his/her estate in a tax efficient manner.
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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 them to anyone I know
Compliance
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.
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