Trusted Planning

Trusted Planning Ltd is the first British Standard BS:8577 certified IFA firm in the region, dedicated to providing bespoke independent financial planning and investment advice exceeding the standards set by British Standards BS:8577 & ISO:22222. Our team of experts is driven by making a positive difference to our clients' lives, and we pride ourselves on our independent and impartial approach.

Lifestyle Planning

At Trusted Planning Ltd, we believe that money is not an end in itself, but rather a means to an end. Our approach is centered around establishing context and understanding our clients' lifestyle-focused goals, beliefs, and values. We take the time to get to know each individual, understanding what they want to achieve and how they want to utilize their money. We are not life coaches, but we are practiced at encouraging and assisting with this thought process. By establishing the big picture of our clients' lives, we can create a tailored plan that aligns with their unique goals and values.

Financial Planning

Our financial planning approach is centered around establishing the cost of our clients' current lifestyle, the resources that support it, and projecting where they are heading. We consider what's needed for our clients to achieve financial independence or whether they're already there. Together, we develop a financial plan aimed at maximizing our clients' chances of success, while making provision for if things go wrong. Our financial planning process is designed to provide peace of mind in a complex and turbulent world.

Independent Financial Advice

At Trusted Planning Ltd, we are passionate about providing independent financial advice. We believe that investments and financial products are the means to an end, not an end in itself. We take the time to research the whole market to find the best deals on the most suitable products, then keep them under review. We avoid moving existing arrangements when they offer valuable benefits, excessive costs would be incurred, or they simply remain suitable. Our goal is to provide our clients with the best possible investment performance within agreed risk parameters, while minimizing tax and keeping costs down.

About Our Expertise

Our team of experts has extensive experience in providing bespoke independent financial planning and investment advice to individuals and families. Our team is committed to exceeding the standards set by British Standards BS:8577 & ISO:22222, ensuring that our clients receive the highest level of service and advice.

What Our Clients Say

We have been fortunate enough to have worked with a number of clients who have achieved their financial goals through our expertise and guidance. Here's what one of our clients had to say about our services:

"Dan has acted for me for several years. He's diligent, hardworking, and trustworthy." - Simon Nixon, Founder, Moneysupermarket.com Group Plc

Registeration and Certification

Trusted Planning Ltd is authorized and regulated by the Financial Conduct Authority (FCA) and is registered in England and Wales under the registration number 7146761. We hold the prestigious British Standard BS:8577 certification, a testament to our commitment to excellence and independence in the financial services industry.

Conclusion

At Trusted Planning Ltd, we are committed to providing our clients with the highest level of service and expertise in independent financial planning and investment advice. Our approach is centered around establishing context, understanding our clients' lifestyle-focused goals, and providing tailored solutions to meet their unique needs. We believe that money is not an end in itself, but rather a means to an end. Our team is dedicated to making a positive difference to our clients' lives, and we invite you to join us on this journey.