Your Financial Planning Ltd

Independent Financial Adviser Jubilee Cottage, Lower Kingsbury, Milborne Port, Sherborne, Dorset, DT9 5ED
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Helping you take control through understanding, protecting and growing what you have for you, your family and your future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
James Craw
Financial Life Planner
What our clients say
James became adviser to my husband and I many years ago, his advice has proved sound and now I am on my own it is a comfort to know I have such help at hand. He is kind and considerate in explaining matters to me, I know I can contact him whenever I need any advice.
Diana, Henstridge
Over the past years James has been most assiduous in his dealings with our finances. He provides detailed, sound advice and is happy to meet at short notice. We have really benefitted from his knowledge.
John and Carol, Milborne Port
James gave us considerably of his time, was an avid listener and put us at ease throughout the whole process. At the end of our initial conversation we already feel more informed and have benefited from receiving some professional and expert advice. We very much appreciated James's personal attention and the benefits of being able to track our financial situation with the online tools of True Potential.
Duncan, Sherborne
I have appreciated James's understanding of my requirements and the time he has spent researching the best answers. His explanation of the new investments was most helpful and all my questions were answered to my satisfaction.
Marilyn, Sherborne
Where to find us

Jubilee Cottage, Lower Kingsbury, Milborne Port, Sherborne, Dorset, DT9 5ED

Make an enquiry
About us

At Your Financial Planning Ltd. we would love to help you to find your freedom whatever that is. First we will help you clarify what is most important to you, then we create a plan to get you there and lastly we supply the financial advice needed to make your plan work. We work with True Potential for our back office services so you will benefit from cutting edge technology to help you do this.

Our services

As a client you will benefit from holistic financial planning together with tax-efficient investing to minmise the amount of tax that you and your family will have to pay. This means you will keep as much as possible of the wealth you have worked hard to accumulate. You can log into your personal client website at any time and from anywhere in the world to keep track of your plans.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

Your Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. (FCA no: 779575).

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