About Us

Bollington Financial Planning is a firm of Independent Financial Advisers regulated by the Financial Services Authority. We offer comprehensive, innovative and practical fee based financial solutions to small businesses, corporate and private clients. We employ the latest technology to make sure that your financial goals are kept on track and your investments work as hard as possible for you.

As no two clients are alike we take time to understand you circumstances and plans, be that from a personal or corporate perspective. Only then can we provide unbiased objective based advice on a whole range of potential solutions. By understanding all the bits and pieces, we can assess what you need now, with a view to how things might change in the future. Whether you seek an assessment of your Inheritance Tax strategy, have a lump sum to invest or simply need advice on savings or protection policies, we can develop a solution, agree a course of action, and implement a structured plan. We always think ahead and provide on-going support.

Bollington Financial Planning is run by practitioners who have individually and collectively established strong, professional bonds with a broad spectrum of individual and corporate clients. We support our colleagues at Bollington Insurance Brokers by completing the full circle of financial services offered to their clients. Likewise our own clients benefit from Insurance services from one of the largest independent brokers in the UK. We understand that such relationships are built on trust, which in turn is built on consistent delivery of high quality service, absolute integrity and technical expertise.

About You

You are an individual with financial planning needs; an investor with a portfolio to manage; a corporate manager or business owner looking for an employee benefit or group risk solution; or an industry professional that requires specialist advice from a company with similar high standards of service and robust and ethical introducer agreements.

Your needs will probably fall under one of the following;

  • Capital Accumulation & Protection
  • Pre & Post Retirement Planning
  • Tax, Estates & Trusts
  • Family Wealth & Continuity Planning
  • Individual & Corporate Protection

You will also appreciate that clients are the lifeblood of any successful business and we will strive to provide you with a level of service unparalleled in our field. In turn we will ask for constructive feedback, permission to engage with other professionals such as your solicitor and accountant and ask for personal recommendations to maintain our client focused growth strategy.

6 Steps of Financial Planning

Current Tax Tables