Financial Planning Corporation
FPC provides financial planning and investment advice, assisting clients in managing their financial futures. With over 30 years of experience, they work with business owners and senior professionals across the UK.
- Philanthropy
- Estate planning
- Managing change
- Investment planning
- Pensions & retirement planning
- Business exit & succession planning
Locations
Digital Popularity
Popularity over time
Available on
Competitors
The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs, providing personal attention and years of experience from a friendly team of financial advisers.
Company Details
Financial Planning Corporation is operated by The Financial Planning Corporation LLP and is a Active company incorporated on 3 June 2008 with the registered office located in Southport, Merseyside. The Financial Planning Corporation LLP was registered 17 years ago.
Status
Active
Size
Micro
Directors
3
Age
17 years old
Employees
17
Turnover
Unreported
Total Assets
£372.57K
Cash in Bank
£340.59K
Total Liabilities
-£38.81K
Teams
13
12
2
Partner • Joined May 1982
Service Manager • Joined Sep 2023
Partner And Chartered Financial Planner • Joined Oct 1997
Head Of Advice • Joined May 2012
Head Of Operations • Joined Oct 2022
Managing Partner And Chartered Financial Planner
Head Of Investment / Senior Adviser • Joined Jun 2019
Chartered Financial Planner (ALIBF) • Joined Apr 2017
Senior Adviser • Joined Mar 2010
Financial Planner • Joined Nov 2021
Partner • Joined May 1982
Service Manager • Joined Sep 2023
Partner And Chartered Financial Planner • Joined Oct 1997
Head Of Advice • Joined May 2012
Head Of Operations • Joined Oct 2022
Managing Partner And Chartered Financial Planner
Head Of Investment / Senior Adviser • Joined Jun 2019
Senior Adviser • Joined Mar 2010
Financial Planner • Joined Nov 2021
Financial Planner • Joined Jan 2024
Chartered Financial Planner (ALIBF) • Joined Apr 2017
Employee
View 13 members