Blog – The Financial Planning Practice

Nearly 50% of Retirees are Not Taking Advice

Almost half of all pension pots accessed over the past year were taken by savers who had not sought any advice or guidance, according to the Financial Conduct Authority’s latest Retirement Income Market Study. It found that more than 645,000 pension plans were accessed in the year to March 31, 2019 and in 48% of […]

Q&A: Two Key Questions Facing Investors Today

Question 1: Will the performance gap between the U.S. and the rest of the world ever close? The truth is we can’t predict when the gap will close, but we don’t think we need to know this to take advantage of the market imbalance. It is no surprise that U.S. stocks have delivered phenomenal returns […]

Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully

SD Retired Director

I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.

Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.

Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.

MR University Dean

Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.

AB CEO