Business Details
Your Trusted Partner for Financial Planning Solutions
We are Financial Planning Partners, an independent firm of Chartered Financial Planners with over 25 years' experience dedicated to helping clients achieve financial security. Our team of qualified professionals specialises in retirement planning, investment management, and estate planning tailored to individual circumstances. We work closely with senior executives, business owners, and wealthy families across the Thames Valley region. Our approach combines technical expertise with a deep understanding of clients' personal goals and aspirations. As regulated advisors authorised by the Financial Conduct Authority, we maintain the highest standards of professional conduct.We focus on creating holistic financial strategies that align with clients' lifestyles and long-term objectives. Our services extend beyond basic financial planning to encompass tax-efficient solutions and legacy planning. We pride ourselves on transparent communication and building lasting relationships based on trust and mutual understanding. Our clients benefit from regular reviews and ongoing support to adapt strategies as circumstances change. With offices in Crowthorne, Berkshire, we combine local knowledge with national expertise to deliver exceptional service.
Services
Retirement Planning
Investment Management
Estate Planning
Financial Consultation
Tax-Efficient Strategies
Highlights and features
- We have over 25 years' experience in financial planning
- Our team comprises Chartered Financial Planners
- We provide personalised financial strategies tailored to individual needs
- We specialise in tax-efficient wealth management solutions
- We are regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Tailored financial solutions
Long-term planning expertise
Regular portfolio reviews
Clear communication
Services
Retirement Planning
We help clients determine their retirement needs and create comprehensive plans to achieve financial freedom. Our approach considers lifestyle goals, inflation, tax implications, and longevity risks. With expertise in pension consolidation and withdrawal strategies, we ensure clients can retire with confidence while maintaining financial security for future generations.
Investment Management
Our investment strategies focus on tax efficiency, cost control, and portfolio diversification. We develop tailored investment plans aligned with clients' risk profiles and financial objectives. Regular portfolio reviews ensure optimal performance while maintaining flexibility to adapt to changing market conditions and personal circumstances.
Estate Planning
We help clients structure their assets to maximise inheritance for beneficiaries while minimising tax liabilities. Our comprehensive approach includes wills, trusts, and succession planning to ensure wealth preservation across generations. We coordinate with legal professionals to implement effective estate management strategies.
Financial Consultation
Our consultation services cover comprehensive financial reviews and strategic guidance. We assess clients' complete financial picture to identify opportunities for improvement. Through regular reviews and scenario planning, we help clients make informed decisions about their financial future across all life stages.
Tax-Efficient Strategies
We specialise in creating tax-optimised financial solutions that maximise wealth retention. Our strategies cover pension contributions, investment vehicles, and estate structuring. We ensure clients benefit from available tax reliefs while maintaining compliance with current regulations and legislation.
People
Andy Hearne
Chartered Financial Planner
Andy is a Chartered Financial Planner with over 25 years' experience in wealth management. He specialises in retirement planning and investment strategies for high-net-worth individuals.
David Hearne
Chartered Financial Planner
David brings extensive expertise in financial planning, holding both FPFS and CFP designations. He focuses on creating tailored wealth management solutions for business owners.
Alison Brazier
Senior Paraplanner
Alison is a Chartered Senior Paraplanner with specialist knowledge in estate planning and tax-efficient investment structures. She supports clients across Berkshire and surrounding areas.
Emma Hobson
Paraplanning Manager
Emma manages our paraplanning team and specialises in financial compliance and regulatory requirements. She ensures all client documentation meets the highest professional standards.
Oli Feltwell
Trainee Paraplanner
Oli is a trainee paraplanner working towards professional qualifications. He supports our team with technical analysis and client documentation preparation.
Questions
What financial planning services do you offer?
We offer retirement planning, investment management, estate planning, and tax-efficient wealth strategies tailored to individual circumstances.
Which areas do you serve?
We work with clients across the Thames Valley region including Berkshire, Surrey, and Buckinghamshire.
How experienced is your team?
Our team has over 25 years' combined experience with Chartered Financial Planners and certified professionals.
What is your financial planning process?
Our three-step process includes financial forecasting, bespoke recommendations, and strategy implementation with ongoing reviews.
