Savvy Financial Planning

At Savvy Financial Planning, we are a team of independent financial advisers specialising in investments, pensions, long-term care, and inheritance tax planning. Our mission is to provide expert guidance to individuals and businesses, helping them to achieve their financial goals and build a secure financial future.

Our Services

We offer a comprehensive range of services tailored to meet the unique needs of our clients. Whether you're preparing for retirement, seeking to protect your estate, or simply looking to grow your wealth, we have the expertise and experience to provide guidance and support.

Pre-Retirement

For those in the pre-retirement stage, we understand that it's essential to strike a balance between enjoying life today and saving for the future. Our team will work with you to create a personalized plan that ensures you're building wealth while still allowing you to enjoy the present moment. We'll help you consider options for pension planning, investments, and tax-efficient savings strategies to ensure a secure financial future.

Post-Retirement

Once you've reached retirement, we'll help you draw an income in the most tax-efficient way possible. Our expertise in inheritance tax planning and long-term care means that we can ensure your assets are protected and that you can enjoy your retirement without worrying about the financial burdens that come with aging.

Estate Planning

We appreciate that planning for the future is crucial for leaving a lasting legacy. Our team will work with you to create a comprehensive estate plan, ensuring that you can pass on your assets to your loved ones while minimizing the tax implications. We'll also help you consider options for inheritance tax planning and long-term care to ensure your assets are protected.

Paying for Care

When it comes to paying for care, we understand the challenges that can arise. Our team will work with you to explore all the available options, from optimizing your existing capital to securing funding for care. We'll help you navigate the complexities of the care system, ensuring that you receive the highest level of support and care.

Company Directors and Owners

As a company director or owner, you've worked hard to build your business and ensure its long-term success. Our team will work with you to create a personalized plan that ensures you can draw profit without paying too much tax. We'll help you consider options for business protection, estate planning, and wealth management to ensure your hard work pays off.

Wealth Management

At Savvy Financial Planning, we understand the importance of making sure your wealth grows and remains secure. Our team will work with you to create a personalized wealth management plan that ensures your investments are working as hard as possible to achieve your financial goals. We'll help you consider options for income generation, risk management, and tax-efficient investing to ensure your wealth remains secure.

Charities

As a trustee of a charity, you have a responsibility to manage your organization's resources responsibly. Our team will work with you to provide expert guidance on charity finance, ensuring that you're making the most of your resources and achieving your charitable goals.

Divorcees

For those going through divorce, we understand that it can be a challenging and emotional experience. Our team is here to provide expert guidance on divorce finance, helping you to navigate the complex financial issues that arise during this difficult time.

At Savvy Financial Planning, we're committed to providing exceptional service and expert guidance to our clients. With our extensive experience and knowledge of the financial industry, we're confident that we can help you achieve your financial goals and build a secure financial future.