Foundation Financial Planning is a firm of independent financial advisers (IFA's).
The financial world has created choice for investors. On behalf of our clients our object is to select the most appropriate investment from the myriad of choices available. Whilst doing so ensuring that the investment is suitable from a tax and attitude to risk perspective. We offer comprehensive practical financial advice not just advice on investments.
Changes announced in the recent budget now allow individuals access to their pension funds in ways that would have been hard to imagine a few a years ago. But there may have been unintentional traps laid by the Chancellor (or maybe intentional traps) and these traps may lead to a higher tax burden arising than necessary, or the giving up of unidentified valuable benefits or rights. Talk to us about different ways to navigate around these traps so you benefit from more of your hard earned capital.
Making Money Easier...
Information featured on our website can help you get to grips with different financial products and options available.
To get the right answers to your personal circumstances though, it’s usually best to seek advice.
Talking to a financial adviser can help you decide on:
Take control of your financial future, contact us on 01444 410 276 or firstname.lastname@example.org today.
Foundation Financial Planning holds its Professional Indemnity (PI) Insurance through Am Trust Europe Ltd.
Foundation Financial Planning provide sponsorship for local Rugby and Cricket clubs and facilitate work experience for local schools.