Plan Your Financial Future Today
At Savvy Financial Planning, we believe that everyone deserves to have a secure financial future. As independent financial advisers, we specialize in investments, pensions, long-term care, and inheritance tax planning. Our team of experienced professionals is dedicated to providing personalized financial advice to individuals, company directors, and charities.
Our Mission
Our mission is to help our clients achieve financial peace of mind by providing expert advice and guidance on all aspects of financial planning. We take the time to understand each client's unique financial goals and objectives, and work with them to create a tailored financial plan that meets their needs.
Our Services
We offer a wide range of financial planning services, including pre-retirement planning, post-retirement planning, estate planning, paying for care, company directors' planning, business protection, employee benefits, wealth management, investment management, and divorce advice. Our team of experts has the knowledge and expertise to provide guidance on all aspects of financial planning, from investments and pensions to long-term care and inheritance tax planning.
Pre-Retirement Planning
If you're approaching retirement, we can help you plan for a comfortable and secure financial future. Our pre-retirement planning services include advice on funding your retirement, making the most of your pension, and maximizing your income.
Post-Retirement Planning
If you're already retired, we can help you make the most of your retirement income and ensure that you have enough money to enjoy your golden years. Our post-retirement planning services include advice on drawing an income, minimizing tax, and ensuring that you don't run out of money.
Estate Planning
We can help you ensure that your estate is passed on to your beneficiaries in the most tax-efficient way possible. Our estate planning services include advice on wills, trusts, and inheritance tax planning.
Paying for Care
If you or a family member requires care, we can help you understand the options available and how best to use your existing capital to fund your care.
Company Directors' Planning
As a company director, we can help you maximize your profits, minimize your tax liability, and ensure that your business is protected.
Wealth Management
Our wealth management services include investment management, portfolio management, and financial planning. We can help you grow your wealth and achieve your financial goals.
Investment Management
We can help you make the most of your investments and achieve your financial goals. Our investment management services include portfolio management, asset allocation, and risk management.
Charities
We can help charities manage their resources responsibly and ensure that they achieve their charitable objectives.
Divorce Advice
We can provide guidance and support during the divorce process, including advice on financial settlements, pension sharing, and tax implications.
At Savvy Financial Planning, we're committed to providing expert financial advice and guidance to our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals and secure your financial future.
Overall Satisfaction
The reviews of Savvy Financial Planning are overwhelmingly positive, with all reviewers awarding 5-star ratings.
Praise for Personalized Advice
Reviewers praised the company's ability to provide personalized financial advice that is clearly explained and tailored to their individual needs. The advice is customized to each client's personal requirements, ensuring that they receive relevant and effective guidance.
Professionalism and Helpful Service
The reviewers also commended the professionalism and helpfulness of the company's staff. They were impressed by the friendly, knowledgeable, and professional service they received, which made it easy for them to sort out their financial plans, including pension and retirement planning.
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