Foundation Financial Planning

Foundation Financial Planning is an independent financial advisory firm that provides services including investment, taxation, and estate planning. The firm focuses on delivering impartial financial advice tailored to clients' needs.
  • Insurance
  • Mortgages
  • Tax Planning
  • Estate Planning
  • Corporate Services
  • Saving and Investments
  • Pension and Longer Term Savings
  • Investment and Bespoke Portfolio Planning

Size
Small
Phone
N/A
Email
N/A
Locations
1st & 2nd Floor 38, 42A South Rd, RH16 4LA
01444410276
8:30 - 17:30
Digital Popularity
Social Media
Competitors
Pembroke Financial Services
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RiverPeak Wealth
RiverPeak Wealth is a boutique financial advisory firm founded in 2013, specialising in bespoke, impartial financial advice.
Metis Wealth
Metis Wealth is a specialist team of Financial Planners based in London and West Sussex, committed to providing wholly independent advice for clients.
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Company Details
Foundation Financial Planning is operated by Maskery Newton (Salop) Limited and is a Dissolved company incorporated on 4 October 1967 with the registered office located in Whitchurch, Shropshire. Maskery Newton (Salop) Limited was registered 57 years ago.

Status
Dissolved
Size
Micro
Directors
5
Age
57 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£89.25K
Cash in Bank
Unreported
Total Liabilities
-£86.65K

Director • Optical Manufacturer • British • Lives in England • Born in May 1948
Director • Optical Manufacturer • British • Lives in England • Born in May 1953
Director • PSC • Optical Manufacturer • British • Lives in England • Born in Apr 1950
Director • Secretary • Optical Manufacturer • British • Lives in England • Born in May 1958
Teams
All
6
Finance
3
Compliance
1
Support
1
Other
1
Wealth Manager • Joined Nov 2023
Graduate Wealth Manager • Joined Jul 2022
Administrator • Joined Oct 2021
FS Administrator & Compliance Underpin • Joined Nov 2022
Chartered And Fellow Independent Financial Adviser • Joined Nov 2023
Independent Financial Adviser • Joined Apr 2009
Wealth Manager • Joined Nov 2023
Chartered And Fellow Independent Financial Adviser • Joined Nov 2023
Independent Financial Adviser • Joined Apr 2009
Graduate Wealth Manager • Joined Jul 2022
Administrator • Joined Oct 2021
FS Administrator & Compliance Underpin • Joined Nov 2022