Trusted Planning Ltd
Initial consultation free
Independent
Bespoke independent financial planning & investment advice exceeding British Standard BS:8577. Chartered Firm.
We'll help you see your life with a much clearer perspective of where you are and what's possible.
To CALL US NOW, click "Show number".
We can advise you on
Clients
helped
helped
86
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
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
Mr Dan Brocklehurst Chartered Financial Planner, Certified Financial Planner, ISO:22222, Chartered MCSI, APFS
Managing Director
Mr Graham Waterworth Chartered Financial Planner, Certified Financial Planner, ISO:22222, Chartered MCSI, FPMI, APFS
Director
What our clients say
r
Retired
An entirely trustworthy and professional service delivered with kindness and patience to ensure the clients financial needs and requirements are met. Through listening carefully you quickly attained an understanding of my needs and requirements and with patience and skill guided me through the process of meeting and achieving those objectives. You are clearly very knowledgeable in your areas of expertise and your advice is appropriate and balanced.
You possessed the skill necessary to explain all the options that were available to meet my objectives. Additionally you were aware when I didn't retain that understanding and took the time necessary to ensure I was in full knowledge of all the options. You demonstrated great empathy in this process and I thank you sincerely for your patience. I found the meeting notes very helpful in consolidating my understanding of items covered in our meetings.
rj
Retired Judge
Excellent service. I would recommend you to others.
aa
Anthony Attwood
I find your directors very professional and would recommend you to others.
kp
Ken Parkinson, Company Director
Excellent advice, help and support, thanks.
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