Welcome to Financial Planning Strategies

Financial Planning Strategies Ltd. (FPS) was founded by a team with decades of experience in the professional services sector, with specific focus on ensuring an individual is provided with a complete reliable and quality service that suits their financial needs and planning strategy.

About us

Having worked with many different individuals and businesses over the years, the FPS founders recognised that different areas of planning were often complex matters that required the support of several experts across a number of disciplines.

FPS was created as a direct result of this experience and insight. The FPS team draws upon its significant industry experience, knowledge and network to bring together qualified experts, each leaders in their field, from a range of disciplines.

Together, they provide clients with a comprehensive support service and the ability to structure bespoke teams around an individual’s specific planning needs.

About-us
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How we work

We work with a select number of appropriately qualified and experienced professionals across a number of disciplines, including:

  • Qualified Estate Planning Specialists
  • Solicitors
  • Accountants
  • Qualified Tax Advisors
  • Independent Financial Advisors
  • Wealth Managers

Ultimately our approach ensures clients have a comprehensive team of relevant experts crafted around them that suits their requirements.

Our ethos

We believe that no one company /advisor can provide all the expertise required to create the optimum Estate Planning Tax, and Investment strategies.

We embrace a holistic approach to planning that engages the services of a range of regulated experts, each with different areas of expertise, offering our client a complete service.

Holistic Approach