Financial Planning Strategies Ltd. © All rights reserved | Privacy & Disclaimers
Financial Planning Strategies Ltd. (FPS) operates as a marketing platform. FPS does not give direct financial advice. We introduce private individuals and businesses to a range of regulated financial experts who will ultimately be responsible for any advice provided. Any individual or business who engages experts through FPS will be required to sign a self-certified sophisticated investor statement.
website by: www.haagenkarson.com
Financial Planning Strategies Ltd. (FPS) was founded by a team with decades of experience in the professional services sector, with specific focus on wealth management. Having worked with thousands of high-net-worth clients, both individuals and businesses, the founders recognised that for these groups financial and tax planning was often a complex matter 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.
FPS operates out of a dedicated office in the North of England but holds events and client meetings across the UK.
"I can already see the benefits of having a team of experts with different specialties crafted around my specific tax and investment planning requirements.
Seemingly complex matters have been explained very clearly and I'm delighted with the support and advice I've received.”
Ian Taylor, Consultant Physician,
Sunderland Hospitals
t: 0044 (0)844 826 1615
e: nicola@fpstrategies.co.uk
Financial Planning Strategies Ltd.
Bewick
Prestwick Park
Prestwick
Northumberland
NE20 9SJ
