• Tel: 01444 410 276
  • Foundation Financial Planning, 2nd Floor, 38-42a South Road , Haywards Heath, West Sussex, RH16 4LA, front entrance next to HSBC Bank
  • RH16 4LA

Products & Services

As independent financial advisers, we are able to offer our clients advice on products from almost every financial product provider in the UK. Furthermore, we offer specialist advice in the field of investment taxation, inheritance tax planning and trusts.

We leave no stone unturned when advising our clients. When ever a financial transaction is entered into it usually impacts upon a previous financial transaction in some way.  It is the relationship with each financial transaction and the holistic effect it has upon the overall financial position of our clients that we have the utmost regard for.

In order to deliver specific advice it is vital to financially understand a client.  Through our relationships we always strive to further develop our understanding of our clients in order to make them aware of financial planning essentials, and financial instruments that take into account our clients needs, aspirations and attitude to risk. 

Clients of Foundation Financial Planning are treated as individuals in an individual way.  Gianni Campopiano is the principal at Foundation Financial Planning.

Where an advice issue would be better dealt with by a Solicitor or an Accountant Foundation Financial Planning are quick to recommend that our clients take further advice from these other advisers.

Technical Connections

With our professional and technical connections Foundation Financial Planning delivers a wide reaching range of financial expertise. We can advise directors as well as their employees. Trustees as well as beneficiaries. Those that are looking to borrow as well as those that are looking to invest. High net worth individuals as well as those who are in the midst of creating their high net worth.   Whilst we pride ourselves on giving sensible peripheral financial advice first, should it be required we also give advice on the following packaged investments:-

 

Investment Trusts

Exchanged Traded Funds

Unit Trusts & ISA's

Divorce & Pensions

Offshore Investments

Discounted Gift Schemes (IHT planning)

Gift & Loan Plans (IHT Planning)

Equity Release Schemes

Investment Bonds (known also as insurance bonds)

School and University fees

Buy to Let and commercial mortgages

Key Man Assurance & Partnership Assurance

Executive Pensions

Pension Planning

Long Term Care Provision

Critical Illness Insurance

Life Assurance

Income Protection Policies

Mortgages

Please contact us if you are looking for advice on a service or financial product not listed above. 

 
 

For mortgages we can be paid by a procuration payment from the lender or a fee direct to us or a combination of both.  Our objective is to arrange the most suitable mortgage transaction for our clients and to be clear about the cost of the advice for doing so. So we will work out how much the process will cost disclose this amount to you, and the amount of any procuration payment from the lender and use the procuration payment fee from the lender to offset the overall fee that will be charged to you.

 
 

Your home may be repossessed if you do not keep up repayments on your mortgage. 

 

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Our core principle is to 'add value effectively'.


 

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