Our Firm

iStock_92337183_LARGELJ Financial Planning was formed in 2004. Our head office is in Warrington however we provide advice and services throughout the UK through our network of qualified and professional independent financial planners and mortgage advisers.

Truly independent financial advice

We provide independent financial advice to business owners, companies and individuals to help plan for their financial futures. This is delivered by a constantly growing team of experienced advisers who are supported within the firm by compliance, technical, paraplanning, sales support and finance teams using the latest technology and market leading products to deliver the best possible solutions for clients.

Continuous development for expert guidance

All advisers within the firm commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve their knowledge and skills across all financial planning areas. Many advisers within the firm have also gained higher level qualifications and individual Chartered status and Fellowships through our in-house exam training academy.

All of the products and services that we offer are tailored to meet our clients’ objectives, providing a personal approach to a complex financial world.