Business Details
17 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2009, Trusted Planning is an independent financial advisory firm dedicated to delivering comprehensive financial planning and investment advice that exceeds the rigorous standards of British Standards BS:8577 and ISO:22222. Our approach prioritises client needs through lifestyle-focused financial planning, combining decades of industry experience with a commitment to ethical, transparent practices. We specialise in creating tailored financial strategies that address both immediate and long-term objectives, supported by our team of Chartered Financial Planners and Certified Financial Planners. Our expertise extends to divorce-related financial planning, responsible investing, and tax-efficient solutions, ensuring clients receive impartial advice aligned with their personal goals.With a focus on continuity and trust, we foster long-term relationships, regularly reviewing and refining plans to adapt to life's changes. Our accreditations, including BS:8577 certification and Resolution specialist status, underscore our dedication to excellence and client-centric service. We operate with a philosophy that money should serve life's aspirations, not the other way around, striving to empower clients to make informed decisions that enhance their financial well-being.
Services
Financial Planning
Investment Advice
Divorce Financial Services
Responsible Investing
Tax Planning
Details
- Year established: 2009
Highlights and features
- We offer over 50 years combined experience in independent financial advice.
- Our firm is certified to British Standards BS:8577 and ISO:22222.
- We prioritise client needs with a transparent, fee-based model.
- Our team includes Chartered Financial Planners and Resolution divorce specialists.
- We provide tailored financial strategies aligned with lifestyle goals.
Associations and certifications
- British Standards BS:8577
- ISO:22222
- Chartered Financial Planners
- Certified Financial PlannerCM
- Resolution Accredited Specialists
What people say
Diligent and trustworthy
Positive difference
Impartial advice
Thorough reviews
Creative solutions
Services
Financial Planning
Our financial planning service creates tailored strategies to meet long-term goals, combining lifestyle analysis with technical expertise. We assess your current financial position, project future needs, and design actionable plans to achieve financial independence. Regular reviews ensure adaptability to life changes, maximising the likelihood of success.
Investment Advice
We provide independent investment advice focused on risk-appropriate, cost-effective strategies aligned with your financial goals. Our approach prioritises long-term growth and tax efficiency, with ongoing portfolio reviews to ensure alignment with evolving market conditions and personal circumstances.
Divorce Financial Services
Specialist support for financial settlements during divorce, including pension sharing, asset valuation, and post-divorce financial planning. Our Resolution-accredited experts ensure fair outcomes and help rebuild financial stability through tailored strategies.
Responsible Investing
We integrate environmental, social, and governance (ESG) principles into investment strategies without compromising returns. Our responsible investing service helps clients align portfolios with personal values while maintaining rigorous financial performance standards.
Tax Planning
Our tax planning services identify legal strategies to minimise liabilities and maximise after-tax returns. We focus on long-term tax efficiency through structured financial products and coordinated advice with accountants and legal professionals.
People
Dan Brocklehurst
Managing Director
Chartered Financial Planner with over 20 years' experience, specialising in lifestyle-focused financial planning. Advocate for responsible investing and client-first ethics.
Graham Waterworth
Director
Resolution-accredited divorce specialist and Chartered Financial Planner with expertise in complex financial settlements and long-term planning solutions.
Questions
What services does Trusted Planning offer?
We provide financial planning, investment advice, divorce-related financial services, responsible investing, and tax-efficient strategies tailored to individual goals.
Are your advisers certified professionals?
Yes, our team includes Chartered Financial Planners, Certified Financial Planners, and Resolution-accredited divorce specialists with decades of combined experience.
How does your financial planning process work?
We use lifestyle-focused planning to understand your goals, create tailored strategies, and regularly review them to adapt to life changes.
Do you offer responsible investment options?
Yes, we integrate responsible investing strategies that align with your values without compromising financial performance.
