Your trusted advisors in finance and accounting
At Farrell Financial Planning, we take pride in being an independent financial advisory firm that provides impartial and whole of market financial advice to individuals and businesses across the UK and Europe. Our team of experienced and chartered financial planners are dedicated to delivering high-quality advice and exceptional customer service.
Our Services
We offer a comprehensive range of services tailored to meet the unique needs of our clients. Our services for individuals include investment advice, ISA advice, Junior ISA advice, offshore investment advice, pension advice, annuity advice, impaired annuity advice, and more. For businesses, we provide workplace pension advice, auto-enrolment advice, record keeping advice for auto-enrolment, communication advice for auto-enrolment, and more.
Our Approach
What sets us apart is our meticulous and common-sense approach to financial planning. We take the time to listen to our clients, understand their goals and aspirations, and provide tailored advice that meets their individual needs. Our independence allows us to search the entire market to find the best possible deals for our clients, ensuring they receive the most suitable solution for their financial situation.
Our Expertise
Our team of chartered financial planners holds Fellowship status from the Personal Finance Society, demonstrating our expertise and commitment to delivering the highest level of service. We are proud to be whole of market independent financial advisers, offering unbiased advice that is tailored to our clients' individual needs.
Our Clients Say.Don't just take our word for it - our clients rave about our services! Frances from Glasgow says, "Farrell Financial Planning are the best financial advisers I've ever used. They take the time to listen to you and are very thorough." Peter from Glasgow adds, "I was always nervous about talking about money and my finances, but Joe at Farrell Financial Planning put me at ease straight away."
Get in Touch
If you're looking for expert financial advice, contact us today to find out how we can help you achieve your financial goals. With our expertise, you can trust that you're in good hands.
Excellent Services and Advice
Trustworthy and Knowledgeable Advisors
The reviewers praise the exceptional services provided by Farrell Financial Planning, particularly by Joe. He is commended for offering unbiased and honest advice, unlike other advisors who may have ulterior motives.
Personalised and Expert Guidance
Joe takes the time to understand individual circumstances, providing tailored guidance and ensuring that his clients receive the best possible outcomes. His expertise in the world of finance is evident, and he is able to explain complex processes in a clear and concise manner.
Proactive and Results-Oriented
One reviewer highlights Joe's proactive approach, where he went above and beyond to secure a 100 cheque from the pension provider, Prudential, due to their wrongful advice and withholding of information.
