Financial Planning Partners Ltd
Financial Planning Partners Ltd is an Independent Financial Adviser (IFA) that provides regulated financial advice to clients in Berkshire and surrounding areas. They specialise in retirement planning, investment management, and estate planning.
- Estate Planning
- Retirement Planning
- Investment Management
Locations
Competitors
Spend Time is a financial planning practice that focuses on clients' lives rather than just their money.
Berkshire Financial Planning offers personalised financial planning and wealth management advice tailored to the unique needs of families and business owners.
Polestar Wealth Management provides comprehensive financial advice across various areas, including retirement planning, savings, and investment strategies.
Company Details
Financial Planning Partners Ltd is operated by Financial Planning Partners Limited and is a Active company incorporated on 7 October 2002 with the registered office located in Woking, Surrey. Financial Planning Partners Limited was registered 22 years ago.
Status
Active
Size
Micro
Directors
2
Age
22 years old
Employees
6
Turnover
Unreported
Total Assets
£200.69K
Cash in Bank
£56.73K
Total Liabilities
-£197.96K
Teams
7
5
5
1
Administrator • Joined Aug 2005
Marketing Consultant
Paraplanner • Joined Apr 2014
Chartered Financial Planner • Joined Apr 2021
Financial Advisor
Chartered Financial Planner • Joined Apr 2018
Trainee Paraplanner • Joined Mar 2019
Paraplanner • Joined Apr 2014
Chartered Financial Planner • Joined Apr 2021
Financial Advisor
Chartered Financial Planner • Joined Apr 2018
Trainee Paraplanner • Joined Mar 2019
Marketing Consultant
Paraplanner • Joined Apr 2014
Chartered Financial Planner • Joined Apr 2021
Financial Advisor
Chartered Financial Planner • Joined Apr 2018
Administrator • Joined Aug 2005