Helping you achieve your financial goals

Through face-to-face or telephone based financial advice, we develop holistic financial plans that factor in your short, medium and long term objectives

Find an adviser

Search for your local independent financial adviser

We believe in providing a professional yet personal service to all our clients. We have 11 regional offices but our advisers cover all areas of England, Wales and Scotland.

Find your local adviser

Financial planning

Achieve your financial ambitions

Developing a financial plan that protects you now, and in the future, means that you are well prepared for whatever lies ahead. Through whole of market research, we design financial plans that enable you to achieve your financial ambitions.

Investments

Helping you to grow your wealth

Whether you’re new to investing or want to re-evaluate your existing portfolio, we will develop a personal investment portfolio that reflects your financial ambitions, your attitude to risk and your personal circumstances.

PENSIONS

Make the most of your retirement

Whether your building your pension pot or looking to retire, we will ensure your pension pot is in the best possible shape and ensure, when the time comes to retire, you fully understand the options available for accessing your pensions to enable you to enjoy your retirement.

ESTATE PLANNING

Preserve your wealth

We will tailor a solution that is suited to your assets and aspirations and ensure your will is properly structured. Inheritance tax (IHT) is one particular area of estate planning that often requires additional consideration and our expert advisers will help you to minimise the impact this can have on your estate.

MORTGAGES

Mortgage advice for every need

Our experts provide independent mortgage advice and bring a wealth of knowledge, experience and understanding to help you find the best mortgage for your needs. Each of our mortgage consultants are fully CeMap qualified with over 20 year’s industry experience.

TAX PLANNING

Minimise the impact of tax

Effective tax planning will enable you to retain more of your hard earned wealth. We will ensure that your assets are structured in the most tax efficient way possible to ensure you don’t pay a penny more than you have to. We’ll identify opportunities to save money and ensure you avoid any pitfalls.

PROTECTION

Protect the things that matter most

Should the road ahead get bumpy, it’s important to have the right protection in place. We’ll guide you through the maze of different types of cover, their benefits and their exclusions so whether you’re looking for family, health or mortgage protection you’ll know you have the right policy for you.

Search for your local independent financial adviser

We believe in providing a professional yet personal service to all our clients. We have 11 regional offices but our advisers cover all areas of England, Wales and Scotland.

Find your local adviser

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits