Sirius Financial Planning

Sirius Financial Planning is a privately owned firm, offering Independent Financial Advice to both personal and corporate clients. Our team of experienced and highly qualified professionals are dedicated to providing a high-quality service, built on trust, transparency, and reputation. We believe in building longstanding relationships, and our business is built on recommendation and reputation, which can only be achieved by offering high-quality, yet affordable advice.

Our Philosophy

At Sirius Financial Planning, we are committed to providing impartial advice, tailored to our clients' individual needs and objectives. We believe in honest, fair, and transparent dealings with our clients, which will develop into trusting, sustainable relationships. Our priority remains on forging longstanding client relationships built on trust and transparency.

Our Services

We offer a wide range of services, including Protection, Savings & Investment, Pensions, and Auto Enrolment. Our team of experts will take the time to get to know you, understanding your requirements and explaining how we may be able to help you. We will keep you informed throughout the process, ensuring that you fully understand the advice by using plain language and not jargon. We also have close contacts with other professionals, such as solicitors and accountants, enabling us to assist with all your financial needs.

The Advice Process

Where you require our advice, we offer an initial discussion at no cost. We will take the time getting to know you, understanding what your requirements are and explaining how we may be able to help you. During the meeting, we make it clear to you the different ways in which financial advice is paid for and suggest the most cost-effective route for you to take. At the end of our meeting, we will clearly define the next steps forward. However, if you are not satisfied with our proposition, you are completely free to walk away without charge.