facts & figures: chartered financial planners

Founded in 1973, facts & figures is an established firm of independent financial advisers that has achieved Chartered Financial Planners status, a public declaration of its commitment to professional standards. The company focuses on building long-term client relationships to provide bespoke financial planning, retirement planning, investment management, and inheritance tax strategies. As an independent firm, it is not tied to any single provider, allowing it to offer impartial advice and solutions from across the whole market to best suit its clients' needs.