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Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

How we work

We offer an initial meeting at no cost to our clients in the comfort of your own home. In this meeting we will explain how we work and how we are paid. Depending on your instructions we will carry out a full needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs.

We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about all your financial arrangements with recommendations on any shortfalls

Above all, our aim is to build a lifetime relationship with you. As your needs change you have the reassurance of knowing that we are always there to provide assistance.  

To book an appointment get in touch.

What our customers say

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In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of. 

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Personal Pension Client