Independent Financial Planning you can trust.
PFP is committed to providing clients with a tailored service to meets their needs and aspirations.
Combined with a flexible approach to fees and services to suit your financial and personal situation to help you achieve financial freedom and peace of mind.
Our focus is working with you to develop a financial plan that incorporates your requirements, whilst considering your circumstances and life goals. We strive to make the process as simple and easy for you as possible.
Regardless of the stage in your life journey, whether you’re steering your own business, contemplating retirement, or working to support your growing family, we’re here to assist you in achieving the lifestyle you aspire to.
Our clients come with varied circumstances, hopes, and dreams, and through collaboration with us, we strive to help you turn them into a reality.
Yes – An independent financial advisor is an advisor that is not tied to the proprietary products of one firm and/or not tied to minimum production requirements of one specific investment or insurance company.
We prefer to hold meetings on a face-to-face basis, but appreciate logistically this is not always possible, therefore we can also accommodate meetings on a remote basis. Our offices provide client parking and a private meeting room.
No, the initial meeting is at our expense. Our process involves an initial discussion over the phone to ascertain your requirements and provide the opportunity to make your own assessment of our services, before committing to a meeting. If we arrange a discovery meeting, this is at nil cost to you.
As part of or client onboarding process we will ask you to provide a summary of your personal and financial situation using an online portal, which includes an attitude to risk questionnaire.
Our costs are provided in the cost and charges document, available on request. Fees will depend on the complexity of your situation, and therefore the amount of work required. We will explain our fees in our initial meeting, and all fees will be discussed and agreed before any work is undertaken.
No, we do not provide advice in all areas, although we do have partnerships that we refer to for specialist advice.
