The Financial Planning Group


The Financial Planning Group provide independent financial advice and solutions to individuals, families, companies, trustees, accountants and solicitors. We provide a simple, structured, disciplined and reviewable planning service. We were established in 1993 by our current managing partners, who have both been financial planners for over 25 years, so bring a wealth of experience and expertise.

Why we are different

We use the latest technology and software to offer an investment philosophy based on scientific research and not speculation. We therefore offer a truly bespoke financial planning service.

We do not ignore your legacy and help you understand the products that you have accumulated and their fit and value into your overall financial strategy.

We look to provide you with confidence and clarity in your future.

Our Services:

  • Financial planning service
  • Specialist mortgage service

Financial Planning Service

At the outset we begin with our Discovery process. We want to discover all about you personally and financially. We listen to you; your goals and aspirations are the foundation of our advice.

Specialist Mortgage Service

We advise on and arrange residential, buy to let, overseas and commercial mortgages.

We have access to around 3,500 mortgage products across the whole market at any one time. Furthermore, we have professional contacts at a large number of Private Banks, willing to undertake non-standard and more complex applications that would never be considered by a high street lender.

Contact us: Free Phone 0800 731 7614

For further information visit our website:

If you require further information please complete the contact form.