Business Details
33 Years
experience
Your Trusted Financial Planning Partner in Hampshire
Established in 1993, Church's Financial Planning has dedicated over three decades to empowering clients through personalized financial strategies. Our approach combines cutting-edge technology with expert advice from highly qualified consultants to create tailored roadmaps for achieving short, medium, and long-term goals. We prioritise client autonomy, ensuring financial decisions align with individual lifestyles while maintaining adaptability to life's inevitable changes. Our team of Chartered and Certified Financial Planners delivers evidence-based investment strategies grounded in capital market science, focusing on long-term growth through diversified portfolios.With a legacy of helping clients achieve early retirement, work-life balance, and tax-efficient estate planning, we provide ongoing reviews to keep financial plans aligned with evolving circumstances. Our commitment to transparency and client education is demonstrated through comprehensive resources, including tax year guides, retirement income strategies, and market analysis materials. As an FCA-authorised firm, we uphold rigorous professional standards while maintaining a client-centric philosophy that values personal relationships over transactional interactions.
Services
Financial Planning
Investment Management
Retirement Planning
Tax-Efficient Strategies
Estate Planning
Pension Consolidation
Inheritance Tax Planning
Risk Management
Wealth Protection
Market Analysis
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in comprehensive financial planning since 1993
- Our team includes Chartered and Certified Financial Planners with specialist qualifications
- We provide evidence-based investment strategies grounded in capital market science
- Our client-centric approach prioritises long-term financial independence over short-term gains
- We deliver ongoing portfolio reviews and adapt plans to changing life circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Enabled early retirement
Achieved work-life balance
Effective pension consolidation
Tax-efficient strategies
Personalised approach
Services
Financial Planning
Our financial planning service creates comprehensive roadmaps tailored to individual circumstances and life goals. We analyse current financial positions, establish future objectives, and develop adaptive strategies that evolve with changing circumstances. The process involves detailed cashflow modelling and scenario analysis to ensure financial security across different life stages.
Investment Management
We implement evidence-based investment strategies grounded in capital market science. Our approach focuses on long-term growth through diversified portfolios matched to individual risk profiles, with regular rebalancing to maintain optimal asset allocation while filtering out market noise that could disrupt long-term objectives.
Retirement Planning
Our retirement planning service ensures financial security throughout retirement years. We assess pension provisions, develop sustainable income strategies, and implement tax-efficient withdrawal plans. The service includes regular reviews to adapt to changing market conditions and personal circumstances while maintaining lifestyle requirements.
Tax-Efficient Strategies
We develop tax-optimised financial strategies that maximise wealth retention across generations. Our approach includes inheritance tax mitigation, pension contribution planning, and investment structuring to ensure clients retain maximum value from their financial assets while complying with regulatory requirements.
Estate Planning
Our estate planning service ensures smooth wealth transfer across generations while minimising tax liabilities. We combine legal instruments with financial solutions to create comprehensive succession plans that protect family assets and implement clients' wishes regarding wealth distribution.
People
Mark Turkington
Managing Director
With over 30 years in financial services, Mark established Church's in 1993 after experience at John Charcol and Haines Watts. He specialises in strategic financial planning and leads the firm's advisory services while maintaining professional standards.
Richard Gross
Director & Certified Financial Planner
A Chartered and Certified Financial Planner with expertise in holistic financial planning. Richard combines investment management with estate planning, holding STEP qualifications. He has over 25 years' experience in financial services and specialises in complex wealth management solutions.
Dacre Unsworth
Financial Planner
A former Army officer turned financial planner, Dacre specialises in retirement planning and tax-efficient strategies. With a structured approach to problem-solving, he helps clients navigate life transitions while working towards Chartered status.
John Cooper
Director & Financial Planner
With over 25 years in financial services, John provides strategic financial advice to private and corporate clients. His expertise spans pension planning and investment management, combining technical knowledge with practical client-focused solutions.
Mandy O'Connor
Administrator
Supporting private client services since 2014, Mandy brings 36 years' experience in financial services. She ensures regulatory compliance and provides administrative support to the advisory team while maintaining client service standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, retirement planning, tax-efficient strategies, estate planning, and pension consolidation tailored to individual circumstances.
How does your investment approach work?
Our evidence-based approach focuses on long-term growth through diversified portfolios matched to individual risk profiles, with regular rebalancing to maintain optimal asset allocation.
Do you serve clients outside Hampshire?
While based in Hampshire, we serve clients nationwide through remote consultations and digital financial planning tools while maintaining personal service standards.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners™, and STEP-qualified professionals with decades of combined experience in financial services.
How much does financial planning cost?
We offer initial consultations at no obligation. Our fees are transparent and based on the complexity of required services, with detailed cost breakdowns provided before starting any engagement.
