Telephone: 01943 871627
The Financial Planning Practice was established in 1998 by Paul Turner who is a Chartered Wealth Manager, Certified Financial Planner and Chartered Member of the CISI. He is supported by a small, dedicated and friendly team. Our priorities are excellent advice, first class customer service and a fair, transparent pricing structure, all designed to help you to achieve your goals and make the most of your finances.
As an Independent Financial Adviser Paul is qualified and regulated to advise on the entire market of investments and savings products and is completely objective.
We want to help you achieve financial peace of mind. Typically this involves listening to your needs and carrying out a full financial review of your current situation and then providing you with a comprehensive financial plan and lifelong cashflow analysis. We also offer implementation of your plan and ongoing support and reviews of your situation.
Many of our clients come from personal referrals and we have steadily grown the business this way. However we remain small enough to provide a highly personalised service.
We are here to help you achieve your goals and enjoy your retirement with simple, tailored advice you can understand, trust and rely upon.
Click below to find out more about what we do, or to get in touch.