Transforming your story into reality, one financial plan at a time.
At Finli, we're driven by the belief that true financial planning has the power to profoundly change lives. Our goal is simple: to deliver personalised financial guidance that empowers our clients to achieve their dreams and transform their futures.
Our Story
We have a long history of providing financial planning to clients across the UK. We have seen many different stories and helped to positively rewrite their endings. Whether you are looking for an early retirement, to support your children or grandchildren through education or simply just want to add more luxury to your life, our team of experts can help you to rewrite your story.
Our Services
Our team of expert Financial Planners are committed to understanding the life you aim to lead. We provide comprehensive financial planning, including specialist advice on investments, pensions, tax and mortgages. By understanding your story, we give you clarity and comfort about your financial future. We create financial plans tailored to your unique goals and circumstances.
Financial Planning
Our financial planning process gives you the life you want. We start the conversations, listen to your story and through understanding what is most important to you, we put you and your life at the centre of your financial plan.
Savings & Investments
We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind.
Retirement & Pensions
Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve.
Estate Planning
We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about.
Mortgages & Protection
We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most.
Client Satisfaction with Financial Advisors
Reviews Overview
Three clients have shared their positive experiences with their financial advisors, Derek and David, from Gale and Phillipson.
Key Strengths
- Professionalism and Expertise: Clients praise their advisors for being professional, dedicated, and knowledgeable in their field.
- Approachability and Communication: Advisors are described as friendly, approachable, and take time to explain complex financial strategies in detail.
- Trust and Confidence: Clients express confidence in their advisors' abilities and feel comfortable trusting them with their financial decisions.
Specific Praise
- Derek is commended for his explainatory skills, making clients feel confident in their investment strategy.
- David is praised for taking the time to understand clients' needs and listening to their goals and aspirations.
- Kay is mentioned for her assistance with mortgage and insurance policies.
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