Business Details
Your Trusted Financial Advisers in Crowthorne
As independent Chartered Financial Planners with over 25 years of experience, we specialise in crafting tailored financial strategies for retirement planning, investment management, and estate optimisation. Our team prioritises understanding individual client needs to deliver bespoke solutions that align with lifestyle goals while ensuring tax efficiency and long-term security. We combine professional expertise with a client-centric approach, focusing on transparency, sustainability, and legacy planning.Our services cater to senior executives, business owners, and wealthy families across the Thames Valley region. With a commitment to continuous support and annual reviews, we empower clients to achieve financial freedom and confidence in their future.
Services
Retirement Planning
Investment Management
Estate Planning
Wealth Management
Tax-Efficient Strategies
Highlights and features
- Over 25 years of experience in financial planning
- Chartered Financial Planner status demonstrates professional excellence
- Bespoke strategies tailored to individual client needs
- Specialised expertise in tax-efficient retirement solutions
- Proven track record serving senior executives and business owners
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planner
What people say
Extremely courteous and professional
Sleep Easy. We've Got It Covered
No-nonsense and productive reviews
Confident about achieving goals
Financial security ensured
Services
Retirement Planning
We help clients determine their retirement needs through comprehensive forecasting and tax-efficient strategies. Our approach considers investment withdrawals, inflation risks, and legacy planning to ensure financial security. With annual reviews and adaptive planning, we empower clients to achieve confidence in their post-retirement lifestyle.
Investment Management
Our investment solutions focus on cost-effective portfolios that balance growth potential with risk management. We optimise tax efficiency and diversification while aligning strategies with individual financial goals. Regular performance reviews ensure investments remain aligned with evolving client needs and market conditions.
Estate Planning
We develop comprehensive estate plans to preserve wealth across generations while minimising tax liabilities. Our strategies include wills, trusts, and inheritance tax planning to ensure smooth asset transfer. We work closely with legal professionals to create robust frameworks that protect family legacies.
Senior Executives
Tailored financial solutions for senior executives focusing on share exit strategies, pension optimisation, and phased retirement planning. We address unique challenges like deferred compensation and equity management to ensure seamless transitions into retirement.
Business Owners
Specialised guidance for business owners on extracting wealth tax-efficiently while maintaining operational stability. Our services include succession planning, asset protection, and retirement integration strategies to secure both business and personal financial futures.
People
Andy Hearne
Chartered Financial Planner
With over 25 years of experience, Andy specialises in retirement and investment planning. He holds the FPFS designation and focuses on creating tailored strategies for high-net-worth individuals.
David Hearne
Chartered Financial Planner
David combines FPFS and CFP certifications to deliver comprehensive financial solutions. His expertise spans estate planning and tax-efficient investment strategies for business owners.
Alison Brazier
Senior Paraplanner
As a Chartered Senior Paraplanner, Alison provides technical support for complex financial plans, ensuring regulatory compliance and strategic implementation of client strategies.
Emma Hobson
Paraplanning Manager
Emma leads our paraplanning team with DipPFS qualifications, focusing on portfolio management and documentation accuracy for investment and retirement plans.
Oli Feltwell
Trainee Paraplanner
Oli supports financial planning operations with DipPFS training, assisting in research and implementation of client-specific investment strategies.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, and estate optimisation for senior executives, business owners, and wealthy families.
Which areas do you serve?
We operate across the Thames Valley region, covering Berkshire, Surrey, and Buckinghamshire.
How experienced is your team?
Our Chartered Financial Planners have over 25 years of combined experience in delivering tailored financial solutions.
What is your planning process?
We follow a three-step process: initial planning, bespoke advice, and implementation of tax-efficient strategies aligned with client goals.
Reviews (2)
Susan Sampson
Aug 24, 2021
Report
My husband and I recently met with David to discuss our plans for retirement and as a result, we've made a life changing decision which would not have been possible without his support. It was so reassuring to have a clearly experienced professional look at our cash flow and help us understand our options. David's approach immediately put us at ease, he made sure he fully understood not only our financial position but also our personal aspirations for our future which was so important in helping us make our decision. At our final meeting, he delivered our options which such clarity that it allowed
M. S.
Aug 05, 2021
Report
This company charges several thousand pounds a year ongoing financial adviser charges when the real work is done by the Investment House such as the Prudential. When you deal with FPP you pay a substantial investment management charge to the Bond provider itself such as the Pru, thousands of pounds introduction fee for this firm to fill in a simple Bond Investment Form and then thousands of pounds annually to them for "ongoing financial advice" which in my case was non-existent. If you are thinking of using them tell them that you do not agree to pay ongoing advice charges which arem ludicrous
