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Who We Are
Financial Planning Partners (FPP) is a team of experienced and passionate Chartered Financial Planners dedicated to guiding individuals and families throughout Berkshire, Surrey, and Buckinghamshire towards financial security and peace of mind. We believe in building long-term relationships with our clients, understanding their individual goals and anxieties, and collaboratively crafting tailored solutions that empower them to achieve their financial aspirations.
What We Do
We offer a comprehensive range of financial planning services to address every stage of your life journey.
Retirement Planning
Embrace your golden years with confidence by developing a robust retirement plan that maximizes your potential returns while mitigating risks. We will work with you to:
- Determine appropriate investment strategies
- Optimize your pension contributions
- Estimate post-tax income
- Plan for potential healthcare costs
Investment Management
Let us take the guesswork out of investing by creating a personalized portfolio that aligns with your risk tolerance, financial goals, and time horizon. We will:
- Diversify your investments across asset classes
- Minimize transaction costs
- Regularly review and adjust your portfolio to ensure it remains aligned with your evolving needs
Estate Planning
Ensure your legacy is protected by establishing a clear and effective estate plan that includes:
- Creating a valid will
- Establishing power of attorney
- Designating beneficiaries for your assets
- Minimizing probate costs
Our Approach
Our process is collaborative and tailored to your individual needs. We follow a systematic approach that involves:
1. Planning: We will gather relevant information, assess your financial situation, and establish your financial goals.
2. Advice: We will present you with personalized recommendations and solutions to address your specific circumstances.
3. Implementation: We can execute your plan and manage your investments on your behalf.
Our Values
At FPP, we are guided by the following principles:
- Client-centeredity: We prioritize your needs and aspirations at every stage.
- Integrity: We act with transparency and honesty in all our dealings.
- Expertise: We leverage our extensive knowledge and experience to provide insightful financial guidance.
- Professionalism: We adhere to the highest ethical standards and regulatory requirements.
Let's Work Together
We would love to schedule a consultation to discuss your unique financial goals and aspirations. Contact us today to schedule a complimentary review and take the first step towards achieving financial security.
Financial Planning Partners (FPP) has received overwhelmingly positive reviews for their professional and personalized financial planning services. Clients have praised the company for their knowledge, efficiency, and commitment to providing balanced financial advice.
Efficient and Knowledgeable Service
FPP has been commended for their ability to deliver efficient and knowledgeable advice to their clients. Alan Needham, a long-time client, has expressed satisfaction with the company's service, stating that FPP has been invaluable in helping him make informed financial decisions throughout his working life and into retirement. Andrew McCaffrey, another client, has also praised FPP's advice and their use of Transact as their pension investment vehicle, which allows clients to view their portfolio online.
Trustworthy and Personalized Approach
The company has been recognized for their trustworthy and personalized approach to financial planning. Helen King, a client who has been with FPP for over a year, has highlighted the team's commitment to understanding her needs and providing clear advice. FPP's personalized approach has put their clients at ease, knowing they are being looked after for the long term.
Negative Feedback
However, there has been one negative review from a client, M. S., who has criticized the company for charging high ongoing financial advisor fees and introduction fees. The client has expressed dissatisfaction with the perceived lack of ongoing advice and has labeled the whole process as a financial rip-off.
Summary of Positive Comments
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