Business Details
33 Years
experience
Expert Financial Advisers in Frith End
Established in 1993, Church's Financial Planning specialises in creating tailored financial strategies that align with clients' personal and professional aspirations. Our approach combines cutting-edge financial planning technology with expert guidance from certified professionals, ensuring clients maintain control over their financial futures. With over three decades of industry experience, our team prioritises long-term relationships and evidence-based investment philosophies.We focus on holistic financial planning, including retirement strategies, tax efficiency, and estate planning, while maintaining FCA-authorised standards of conduct. Regular reviews and adaptive strategies ensure clients' plans evolve alongside life's inevitable changes, providing peace of mind through all stages of life.
Services
Financial Planning
Investment Management
Retirement Planning
Tax-Efficient Strategies
Estate Planning
Details
- Year established: 1993
Highlights and features
- We are FCA-authorised financial planners with over 30 years of industry experience
- Our evidence-based investment philosophy focuses on long-term market returns
- We provide tailored financial roadmaps using leading-edge planning technology
- Our team includes Chartered and Certified Financial Planners with specialist expertise
- We offer ongoing plan reviews to adapt to changing life circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Well planned for retirement
Excellent deal
Comfortable retirement
Financial situation well looked after
Day-to-day business focus
Services
Financial Planning
We create tailored financial roadmaps considering clients' current circumstances and future aspirations. Our approach combines advanced planning technology with expert guidance to establish achievable financial goals. Regular reviews ensure plans adapt to life changes while maintaining focus on long-term objectives.
Investment Management
Our evidence-based investment philosophy focuses on long-term market returns through diversified portfolios. We match asset allocations to individual risk profiles while maintaining disciplined rebalancing strategies to optimise growth potential and manage volatility effectively.
Retirement Planning
We develop comprehensive retirement plans considering pension consolidation, income requirements, and tax efficiency. Our strategies ensure clients can transition to retirement with confidence, maintaining their desired lifestyle while managing inheritance tax implications.
Tax-Efficient Strategies
Our approach identifies opportunities to maximise tax allowances and implement efficient structures. We focus on capital gains tax mitigation, inheritance tax planning, and optimising pension contributions within current regulatory frameworks.
Estate Planning
We help clients structure their financial affairs to ensure smooth wealth transfer while minimising tax liabilities. Our strategies incorporate wills, trusts, and inheritance planning to protect assets for future generations.
People
Mark Turkington
Managing Director
With over 30 years in financial services, Mark established Church's in 1993 after experience at John Charcol and Haines Watts. He specialises in strategic financial planning and leads the company's advisory services.
John Cooper
Director & Financial Planner
John has 25 years of financial planning experience, joining Church's in 1998. He provides tailored advice to private and corporate clients, combining technical expertise with practical financial solutions.
Richard Gross
Certified Financial Planner
Richard holds both Chartered and Certified Financial Planner qualifications. He specialises in holistic financial planning and completed STEP certification for estate planning in 2019.
Dacre Unsworth
Financial Planner
Dacre combines military discipline with financial expertise, focusing on retirement planning and tax-efficient strategies. He is nearing Chartered Financial Planner status and prioritises client trust.
Mandy O'Connor
Administrator
Mandy supports private clients with 36 years of financial services experience. She holds the Financial Planning Certificate and manages client documentation and regulatory compliance.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax efficiency, and estate planning tailored to individual client needs.
How do you approach investment management?
Our evidence-based approach focuses on long-term market returns through diversified portfolios aligned with clients' risk profiles and financial goals.
Are you regulated by any financial authorities?
We are authorised and regulated by the Financial Conduct Authority, ensuring compliance with strict professional standards.
How often are financial plans reviewed?
We conduct regular reviews to adapt plans to changing circumstances, ensuring continued alignment with clients' evolving financial objectives.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and Certified Financial Planner™ Practitioners with specialist expertise in holistic financial planning.
