01444 449 200

wealth@financeplanning.co.uk

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  • Mortgages
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logo
  • Mortgages
  • Protection
  • Investments
  • Pensions
  • Equity Release
  • Reviews
  • News/Blog
  • Contact Us
  • Mortgages
  • Protection
  • Investments
  • Pensions
  • Equity Release
  • Reviews
  • News/Blog
  • Contact Us

The Financial Advisors that care… Get in touch We provide financial advice for people who are looking to make the most out of their money. Whether it is for today, or for the future. We have it covered. Get in touch Our services cross a wide spectrum of financial services from investing to borrowing and even insuring. Don’t you owe it to yourself to get the best advice…? Get in touch You’ve worked hard for your money, now make your money work hard for you while you enjoy the benefits.

Free Initial Consultation

Peace of Mind Advice

Authorised by the FCA

Investments

Deciding how best to invest your money can be daunting, with so many options available and so many uncertainties, how do you choose what’s right for you?

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Mortgages

A mortgage is probably the largest commitment you are likely to make, so we can help make sure you get the right one for your needs and ensure you don’t pay over the odds. We offer a wide…

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Pensions

Retirement should be a time to enjoy ourselves, not to worry about money, so our retirement planning service aims to help you do just that. Whether your retirement is some way off…

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Insurance & Protection

We know protection and insurance isn’t an easy subject to think about. However, once sorted, insurance and protection is designed to give you peace of mind that you will have financial…

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Portfolio Development

If you’re looking to invest for the future then we can help put together an investment portfolio that meets your objectives. Whether you like to take risks with the aim to generate higher returns.

Taxation Planning

There are numerous ways that you can make the most of the tax allowances available and keep your money away from the tax man. With our expertise, we can review your situation.

Business Protection

The most valuable asset to any business is its people, without them, a company’s survival can be at serious risk. Through a range of Business Protection options, Key Person Cover and much more.

Inheritance Tax Planning

Our inheritance tax planning service is designed to keep your hard earned money in the family and help avoid your loved ones having to pay a hefty tax on any inheritance you leave them. 

We  offer you quality, personal  financial advice…

We offer a range of services to help you meet your investment and retirement objectives. 

GET IN TOUCH

Stay informed... Free Guide

Download our 24 page free guide which explains our approach and what to look out for when you consider investing no matter how big or small. We talk about how we reach the right decisions and help you to decide what is best for you.

26/02/2021

House Price Growth Slows

Dean Aspinall
Several recent reports have confirmed that house price growth is slowing, but there are reasons to...
Read More
02/02/2021

Window of Hope for 2021

Dean Aspinall
Our vulnerabilities have been laid bare over the last year, as the pandemic took hold of all our...
Read More
11/12/2020

Tatton – COVID worsening the UK’s high street headache

Dean Aspinall
The ‘scientific cavalry’, as Boris Johnson likes to put it, has arrived. The UK became the first...
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We like to let the numbers do the talking...

21

Years

Experience in delivering bespoke financial solutions

14,314

Clients

Our  portfolio is diversified by experience with a multitude of different clients.

£103,024,177

Funds under advice

The above figures are the production of Finance Planning Wealth Management.

Our Financial Advisers

We are delighted to have a team of professional Financial Advisers. Our individual skills complement each other perfectly ensuring that our clients receive the very best of advice. 

If you would like a call, please simply leave your telephone number and we will call you as soon as possible. 

Customers reviews

We take great pleasure in sharing with you just a few of the lovely comments made by our clients.

We have used you twice now – and recommended her to many friends. The process is smooth and you always go above and beyond to ensure that your requirements are met and that you feel supported throughout the entire process.
Mrs Packard
Wealth
 5/5
Excellent service , communication efficient and timely despite difficult COVID times. All discussion and options supported with written proposals with no pressure.
Mr Laye-Flurrie
Wealth
 5/5
I have always dealt with Finance Planning, I was recommended by a friend, and now 3 or 4 mortgages down between family/friends we wouldn’t go anywhere else. It’s so easy that I don’t think I’d know what hit me if I didn’t use an advisor.
Mr Jackson
Mortgage
 5/5

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Finance Planning Wealth Management Ltd is an appointed representative of Tenet Connect Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Finance Planning Wealth Management Limited, registered in England and Wales, 09335256.

Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Services

  • Mortgages
  • Protection
  • Investments
  • Pensions
  • Equity Release
  • Reviews
  • News/Blog
  • Contact Us

Contact Us

01444 449 200

wealth@financeplanning.co.uk

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