Financial Planning Partners (FPP) is a team of independent, Chartered Financial Planners dedicated to helping individuals and families across the Thames Valley in Berkshire, Surrey, and Buckinghamshire achieve their financial goals. With over 25 years of experience, we offer bespoke retirement planning, investment management, and estate planning services tailored to our clients' unique needs and objectives. Our team takes a holistic approach, considering not just financial aspects but also personal values and goals. We strive to build long-term relationships, providing expert guidance and support to help our clients shape the life they've earned.
FPP has been praised for their efficient, knowledgeable, and personalized financial planning services, with clients expressing satisfaction with the company's commitment to providing balanced advice and their use of Transact as their pension investment vehicle.
One client has criticized the company for high ongoing financial advisor fees and introduction fees, expressing dissatisfaction with the perceived lack of ongoing advice.
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