Helping our clients achieve their financial goals and aspirations
Who We Are
Financial Planning Partners is a team of experienced and passionate financial planners dedicated to shaping your financial future. We work with individuals and families across Berkshire, Surrey, and Buckinghamshire to create bespoke plans that align with your unique goals and aspirations. With over 25 years of experience, we have the expertise and resources to tackle your financial challenges and empower you to make informed decisions.
Our Approach
Our process is collaborative and tailored to your needs. We take the time to understand your financial situation, aspirations, and challenges. We then work with you to develop a tailored plan that includes:
- Planning: We will establish your financial goals, assess your current situation, and create a roadmap towards achieving your objectives.
- Advice: We will present you with clear and comprehensive recommendations to optimize your investments, retirement planning, and estate management.
- Implementation: Our experienced team will handle the implementation of your plan, ensuring a smooth and efficient transition.
What We Offer
Our comprehensive services include:
Retirement Planning
- Guiding you through the process of calculating and maximizing your retirement savings.
- Developing a personalized investment strategy that aligns with your risk tolerance and goals.
- Providing insights on navigating inflation and ensuring your retirement income is sustainable.
Investment Management
- Building and managing a diversified portfolio that meets your individual needs and objectives.
- Implementing robust risk management strategies to protect your investments.
- Regular portfolio reviews to ensure it continues to align with your evolving needs.
Estate Planning
- Creating a comprehensive will and trust that ensures your assets are protected and distributed according to your wishes.
- Establishing power of attorney and other legal documents to ensure your financial and medical needs are met in the event of incapacity.
- Guiding you through the inheritance process and minimizing potential tax liabilities.
Who We Work With
We work with three primary groups:
- Senior Executives: Individuals who desire guidance on optimizing their wealth and securing their financial future.
- Business Owners: Entrepreneurs who need support in extracting wealth from their business and planning for retirement.
- Wealthy Families: High-net-worth individuals seeking sophisticated wealth management and estate planning solutions.
Contact Us Today
Let us help you achieve financial clarity and security. Contact us today to schedule a complimentary consultation and discuss your financial goals with a experienced financial planner.
Overall Impression
The reviews of FPP Financial Planning (FPP) on average rate the company highly, with most reviewers giving 5-star ratings. They praise the company's professionalism, expertise, and personalized approach to financial planning. FPP's ability to provide clear and informed advice, as well as their responsiveness, are mentioned as strengths by several reviewers.
Positive Feedback
FPP's dedication to understanding clients' needs, exceptional clarity, and trustworthiness are highlighted as key positives. Reviewers appreciate the company's proactive approach, with regular meetings and updates to discuss their portfolios and preferences. The team's expertise and knowledge in the financial industry are also praised.
Negative Feedback
One reviewer, M.S., had a highly negative experience with FPP. They were disappointed with the high fees charged, which they felt were excessive and not justified. They also mention that the actual work of managing their portfolio was done by the investment house itself, rather than FPP.
