Plan Your Retirement


Whether you require capital growth, income or a combination of both we have been successfully investing monies for our clients for over 20 years through a combination of tax efficient savings and appropriate risk management that meets the needs and circumstances of our clients.

We use a number of platforms which tend to offer lower charges and more flexibility than traditional providers.

We offer ongoing management and reviews to ensure that investments stay appropriate and we take all your circumstances plus your attitude to risk and capacity for loss into account when making recommendations.

The main investments we offer are:

  • Stocks & Shares ISAs – ISA stands for Investment Savings Account and they are tax free investments where you can invest up to £20,000 tax free per year into a wide range of investments. No income or capital gains tax applies.
  • General Investment Accounts – where it is not possible to further invest into ISAs (or pensions) we often recommend General Investment Accounts. These are taxable but offer a wide range of investment opportunities
  • Sustainable and Ethical Investing aims to avoid supporting companies or organisations that are involved in harmful activities to the environment and/or society and rather invest in companies and organisations that are committed to acting responsibly and ethically. Socially Responsible Investing is becoming more and more popular and is something we are very interested in at The Financial Planning Practice. We work hard to identify funds that are ethical whilst still providing good returns as investment options for our clients.

Get in touch for a free initial meeting

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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
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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.

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

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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
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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.