Empowering Your Financial Freedom
At Toft Financial Planning, we are a team of experienced and qualified financial advisors who are dedicated to helping our clients achieve their financial goals. We are a fully regulated and independent financial planning firm, based in Knutsford, Cheshire.
Our Services
We offer a comprehensive range of financial planning and advice services, designed to help you achieve your financial objectives. Our services include:
- Investment portfolio review
- Financial planning
- Inheritance tax mitigation
- Cash flow modelling
- Estate planning
- Retirement planning
Our experienced team, led by Director and Independent Financial Adviser, Duncan Selkirk, will work closely with you to understand your financial situation and goals. We will then provide you with tailored advice and guidance, helping you to make informed decisions about your financial future.
Our Approach
At Toft Financial Planning, we believe that everyone's circumstances and requirements are unique. Therefore, we take a bespoke approach to providing advice, carefully considering each person's individual needs. We are committed to delivering high-quality, impartial financial advice, and we ensure that our clients are treated fairly at all times.
Our Team
Our team includes experienced professionals who have a deep understanding of the financial industry. Duncan Selkirk, our Director and Independent Financial Adviser, has over 19 years of experience in the financial services sector. He is a qualified Chartered Financial Planner and a Fellow of the Institute of Financial Planning. Duncan is supported by Head of Support Services, Nancy Selkirk, who is currently undertaking a study program at The College of Will Writers.
What We Offer
We offer a comprehensive range of financial planning and advice services, designed to help you achieve your financial goals. Our services include investment portfolio reviews, financial planning, inheritance tax mitigation, cash flow modelling, estate planning, and retirement planning. We provide a free initial consultation, which includes a discussion about your financial needs and goals, to help us understand where you may need assistance.
Why Choose Us
At Toft Financial Planning, we are committed to delivering high-quality, impartial financial advice. We are fully regulated by the Financial Conduct Authority and are members of the Institute of Financial Planning. We have a team of experienced professionals who are committed to helping our clients achieve their financial goals.
Contact Us
If you are unsure about what is best for you, let us help you decide. You can book a free initial consultation by contacting us through our website or by phone. We are located at Marble Arch, King Street, Knutsford, Cheshire, WA16 6HD.
