Business Details
Your Trusted Financial Advisers in Southport
Established to provide fully independent financial planning and investment advice, we empower successful business owners and senior professionals across the UK to take control of their present and future. Our North West-based team delivers comprehensive, discreet advisory services tailored to individual needs, with a focus on long-term client relationships. With expertise in financial planning journeys, investment strategies, estate planning, and philanthropy, we prioritise client confidence and security.Our services extend nationwide, and we are committed to ethical practices, regulatory compliance, and community engagement through initiatives like the FPC Foundation. Recognised by the Financial Conduct Authority, we maintain transparency in all client interactions and offer accessible complaint resolution processes.
Services
Financial Planning
Investment Advice
Estate Planning
Philanthropy Guidance
Wealth Management
Highlights and features
- We provide fully independent, unbiased financial planning services
- Our team specialises in serving business owners and senior professionals
- We offer tailored investment strategies aligned with individual goals
- Our discreet advisory service operates nationwide from Southport
- We combine regulatory compliance with transparent client communication
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates comprehensive strategies to help clients achieve their short and long-term financial goals. We work closely with business owners and professionals to assess their current financial position, identify objectives, and develop tailored action plans. This includes cash flow management, risk assessment, and future projections to ensure financial security.
Investment Advice
We provide expert investment advice focused on building and maintaining diversified portfolios aligned with individual risk profiles and financial objectives. Our approach considers market conditions, investment horizons, and client-specific requirements to optimise returns while managing risk. Regular portfolio reviews ensure ongoing alignment with changing circumstances.
Estate Planning
Our estate planning service helps clients organise the transfer of assets to beneficiaries while minimising tax liabilities. We develop strategies for wealth preservation, inheritance tax planning, and legal documentation to ensure client wishes are fulfilled. This includes creating wills, trusts, and other arrangements to protect family interests.
Philanthropy Guidance
We assist clients in incorporating charitable giving into their financial plans through tax-efficient donation strategies. Our guidance covers establishing charitable trusts, donor-advised funds, and other mechanisms to support causes while achieving financial benefits. We help clients align their philanthropic goals with overall wealth management strategies.
Wealth Management
Our wealth management service provides holistic solutions for preserving and growing client assets. This includes integrated planning for investment management, tax efficiency, retirement planning, and intergenerational wealth transfer. We focus on creating sustainable financial frameworks that adapt to evolving personal and economic circumstances while maintaining regulatory compliance.
Questions
What services does The Financial Planning Corporation offer?
We specialise in financial planning, investment advice, estate planning, philanthropy guidance, and wealth management tailored to business owners and professionals.
Who are your typical clients?
Our clients include successful business owners and senior professionals seeking tailored financial solutions across the UK.
How do you work with clients?
We provide discreet advisory services through face-to-face meetings, starting with a comprehensive assessment of your financial situation and goals.
Where are you based?
Our main office is located in Ainsdale Village, Southport, though we serve clients nationwide.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority under registration number OC337787.
What makes you different from other advisers?
Our independent approach combines regulatory compliance with personalised strategies focused on long-term client relationships and financial security.
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