Independent advice for Private Individuals

We take a holistic approach to financial planning; tailoring our advice to you and your unique circumstances, as well as taking into account your future plans.

Personal Services

Financial advice for Business Owner/Director

Very few people receive financial advice specifically tailored to their business. We offer a straightforward approach to financial planning for your business.

Business Services

Independent advice for Private Individuals

We take a holistic approach to financial planning; tailoring our advice to you and your unique circumstances, as well as taking into account your future plans.

Personal Services

Financial advice for Business Owner/Director

Very few people receive financial advice specifically tailored to their business. We offer a straightforward approach to financial planning for your business.

Business Services

Independent advice for your finances

Our aim is to help you understand and use financial products to your advantage.

We will always meet for a friendly chat, at our office or a venue to suit you, offer good coffee, with no obligation or fees. Allowing you to determine if our values are aligned.

For over a decade, Partnership Financial Planning has been helping clients make sense of their money and safeguard their futures.
We welcome enquiries from both individuals and business owners and look forward to understanding how we can work with you.
About Partnership Financial Planning

Helping our clients plan for their futures since 2011

Since 2011, Partnership has been helping clients with their retirement planning, making the most of their savings and prepare for many of life’s major events.

Whether you’re an individual who needs help planning for your future or a company director who needs specialist advice, we are here to help you make sensible, considered choices that are best for you and your situation.

We are truly independent financial advisers, and our loyalty is first and foremost with the financial well-being of our clients.

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Services

Find out more about our services by clicking on the following practice areas or contact us to talk about your specific enquiry.

Plan to Reduce Tax Bills

There are many investments that can provide valuable tax benefits. Some government backed investments also offer generous tax relief to investors – such as SSAS (Small Self-Administered Schemes) pensions for UK limited companies or partnerships.
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Pensions for Company Directors

These schemes can help inject valuable cash flow into the business, enable the purchasing of commercial property and make loans back to the sponsoring employer.
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Protecting Your Business

We can help make sure that protection is in place to ensure the continued smooth running of your business, in the event that a key worker – whether a front-line member of staff or a director – is unable to work due to injury or ill health.
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Wealth Management

We have long-standing relationships with many of the UK’s Wealth Management companies, as well as with a host of fund managers and ‘high-street’ providers.
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Retirement Planning

Everybody has ideas about how they would like their retirement to look, and we are here to try and help you plan ahead and realise those dreams.
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Cashflow Modelling

Modelling takes into account the many factors and events that may influence a client’s life and can help you make adjustments to pensions and savings that really add up.
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What our clients say

Nothing matters to us more than knowing our clients are happy with the advice we’ve provided.
One of our key motivations is taking the mystery out of financial planning and we like to think our reviews speak for themselves.

Neil and the team are able to explain complex financial issues so that I am able to make decisions with sound advice and with a full understanding of any implications. I highly recommend their friendly expertise.

SUSI

Neil and his team have been brilliant in arranging my life insurance and would recommend their services.

DAN

Excellent service and advice from Neil and the team. I would highly recommend to anyone looking to implement a SSAS pension.

DAVID

I was introduced to Neil over 20 years ago and have been impressed with him and his team ever since. I regularly recommend him to friends and work associates and each of them has been delighted with the service received.

NICK

Over 20 Years of Experience

Our knowledgeable and experienced Advisers are here to help you make sense of your money and ensure what you have works hard for you. We tailor all our advice to you and your unique set of circumstances and look forward to hearing about your future plans.
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Recent News

Find out more about our work, read case studies and learn about the charity we are currently supporting.
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Case Study: Managing Inheritance Tax

10 January 2022
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Recently, we were contacted by a client, in her late 80s, who has a large liability to Inheritance tax and…
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Green

The future of ‘green’ investing

17 January 2022
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A recent survey conducted by the Financial Conduct Authority (FCA) indicated that 80% of respondents wanted their investment portfolios to…
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