Toft Financial

Toft Financial Planning is a trusted independent financial planning firm based in Knutsford, Cheshire. Established in 2015, we are committed to providing our clients with comprehensive and personalized financial guidance to help them achieve their financial goals and navigate the complexities of the ever-changing financial landscape.

Our Mission

Our mission is to empower individuals and families to make informed financial decisions by offering tailored financial advice and strategies tailored to their unique needs and aspirations. We believe in cultivating long-term relationships with our clients, built on trust, transparency, and open communication.

Our Approach

We take a holistic approach to financial planning, examining all aspects of your financial situation to identify potential risks and opportunities. We then work with you to develop a customized plan that aligns with your financial goals and aspirations.

Our Services

Our services are diverse and comprehensive, encompassing:

• Investment Portfolio Review: Evaluating the performance and suitability of your existing investments.
• Financial Planning: Developing a holistic plan that addresses your financial goals and risk tolerance.
• Inheritance Tax Mitigation: Strategies to reduce your inheritance tax liability on your estate.
• Cash Flow Modelling: Establishing and monitoring your income and expenses to create a stable financial foundation.
• Estate Planning: Creating comprehensive estate plans that safeguard your assets and provide for your loved ones.
• Retirement Planning: Optimizing your retirement accounts and maximizing your pension benefits.

What Sets Us Apart

• Independent and FCA Regulated: We are an independent firm, regulated by the Financial Conduct Authority (FCA), ensuring unbiased and transparent advice.
• Bespoke Approach: Our experienced advisors take a personalized approach to understanding your unique needs and goals.
• Continuous Development: We prioritize ongoing professional development to stay abreast of industry trends and regulations.
• Client-Centric Focus: Your financial goals are our priority, and we are committed to delivering outstanding client service.

Get Started Today

Take the first step towards financial security by scheduling a complimentary consultation with one of our experienced advisors. We look forward to guiding you on your journey to financial success.