About Us
Re-Financial Planning Ltd was established in 1999 to provide the very best independent, fee based advice. Our aim is to help our clients understand and make the most of their finances. This may be achieving specific objectives or more general managment and guidance. Either way we want to develop long-term relationships that represent value for money.
We have long held the opinion that convensional "product" based advice (or selling) was not the way we wanted to do business. If you work with us we will review all the options and often recommend non-commission paying investments and plans such as National Savings, Self Invested Personal Pensions (SIPPs) and Exchange Traded Funds (ETFS).
Re-Financial Planning is a team of highly qualified advisers (certified and chartered financial planners, pension specialists) who give pragmatic yet creative input.
We work alongside other professional firms such as accountants, solicitors, private bankers, insurance brokers and investment managers to make sure that you get the best technical input for your financial planning. Importantly we ensure that all parties are working together.
Our advice covers all areas of financial planning, including:
- Investments
- Pensions and annuities
- Insurances
- Tax Planning
- Borrowing for residential or commercal
- Inheritance tax mitigation
You can keep up to date with financial matters by visiting our blog for investment updates, financial news, pension information and much more.
