Why choose us?
With thousands of advisers out there, how do you choose the right one? Here are some reasons why you should consider working with us:
We are specialists in retirement planning
We work with people who are planning for or who are already in retirement. We use state of the art technology or financial ‘sat-nav’ to build a picture of where you are now and how to plan the route to a successful retirement.
We use state of the art technology
We use sophisticated cash flow analysis software to help you visualise your future and build your retirement plan. The software uses your current financial status to create an initial plan. With Paul, you can then explore “what if” scenarios that help you plan for life’s changing circumstances like healthcare, children and retirement. Our clients love this part of the service because it really helps to see the bigger picture.
We are small
With fewer than 100 clients, we deliberately keep our client bank small so we can offer a personal service. We do not try to be all things to everyone. Our expertise is retirement planning and our service is personal.
We offer peace of mind
We find that our clients want to be able to see the full picture; they want to be able to understand the impact their financial decisions are having on their lives. Our service enables clients to out-source their financial worries and stresses to us.
We are highly rated
Paul has achieved a 4.9 / 5 rating on VouchedFor. This is an independent service which allows consumers to rate and review their financial adviser or planner. He was also named in the Times as one of the highest-rated Financial Advisers in the country. In fact, we are proud of the fact that most of our business comes from referrals from existing clients to their friends and family.
We are highly qualified
We know that it’s not all about qualifications. The trust and relationship between you and your financial adviser is the most important thing. Having said that, Paul’s qualifications are the envy of most advisers. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and he also holds the STEP Certificate for Financial Services (Trusts and Estate Planning).
We are independent
This means we are not restricted in any way when we recommend products or providers to implement the financial plans we create. As a result, clients benefit from getting the best products and the best price with outstanding personal service.
We are transparent about our costs
This cannot be said about all advisers. The vast majority do not publish their charges on their website. We do. Click here to find out about what we charge.
Ten Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA). You can review our entry on the FCA register by clicking here.
We also voluntarily engage with one of the leading providers of regulatory compliance support to ensure the standard of our advice remains at the highest possible level.
Request a callback
If you would like to discuss your own situation, we are here to help. Please call us on 01200 420855 or complete the form below and we will be in touch.