Established in 1981, Personal Financial Planning Limited is an independent firm of Chartered Financial Planners based in the UK. The company provides holistic, fee-based financial advice tailored to private clients, business owners, and trustees. Their core mission is to help clients achieve their financial goals through comprehensive planning services, including investment management, retirement planning, inheritance tax planning, and protection strategies, with a strong emphasis on building long-term client relationships.

Founded in

United Kingdom