Shape The Life You’ve Earned
We'll help you to organise and optimise your finances, so that you can focus on living life well.
Your Big Questions
How much is enough?
Embrace your retirement with confidence, guided by our expertise.
How do we beat inflation?
Make smarter investment decisions that keep costs low, save tax, and provide flexibility.
Will they be okay?
Plan ahead to ensure that your Estate is optimised and leave a legacy for your family.
It’s The Little Things…
We go above and beyond your finances to nurture a secure future, so that you can spend more quality time with your loved ones.
Who We Work With
Helping clients across the Thames Valley in Berkshire, Surrey, and Buckinghamshire.
Senior Executives
Elevate your finances and let us take some of the strain, so that you can focus on what's important to you.
Business Owners
We’ll guide you every step of the way, helping you to extract wealth from your business without paying too much tax.
Wealthy Families
We'll work with you to help provide a secure future for you and your family and for generations to come.
“Extremely courteous and professional. Always willing to listen and only provide products and advice entirely suitable for our needs.”
Gerry, Hampshire
Sleep Easy.
We’ve Got It Covered.
We help to establish whether you're on track and when to adapt, so that you can relax, safe in the knowledge that your finances are in good shape.
About Us
As people we are kind, considerate, and passionate about what we do.
As professionals we are independent, Chartered Financial Planners, with over 25 years experience.
Our Process
1. Planning
We'll get to know you, forecast your financial future, and discuss possible strategies, so you can make better-informed decisions.
2. Advice
We will present our bespoke recommendations to help you optimise and align your finances with your lifestyle goals and objectives.
3. Implementation
If you are happy to proceed with our recommendations, we can take care of all the necessaries and implement your strategy.
Let’s Work Together
Let's get the ball rolling with an initial chat.
Fill in our contact form below and we'll get in touch.
Financial Planning Partners (FPP)
19 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire
RG45 6LS