Financial Planning that Puts Relationships First

Independent financial planning and employee benefits support with a personal, relationship-led approach

Financial planning should feel personal. You should know who you’re working with and understand the advice you receive.

Fintrel was founded to offer a relationship-driven approach. One where your goals shape the conversation and independent planning helps you make informed decisions about what comes next. At Fintrel, the relationship comes before the recommendation. We take time to understand what matters to you, then shape our advice around it.

You may be planning for the future or bringing your business and personal finances together. You may be an employer looking for benefits your people will value. Wherever you’re starting from, you’ll get clear advice and practical support.

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Who We Work With

Our clients come to us at different stages of life and business. Some have one pressing question. Others need help bringing several financial decisions together.

What they have in common is a desire for advice that’s well considered and easy to understand.

Individuals and families

You may be building wealth or thinking about how best to provide for your family.

We’ll help connect your pensions, savings, investments, tax planning and protection. You’ll see how each decision fits into the wider picture and supports the life you want.

As your circumstances change, your plan moves with you.

People approaching or already in retirement

You want to know when you can retire and what you can safely spend. You need the confidence that your income will last.

We’ll bring together your pensions, savings, investments, tax position and dependable income. You’ll understand the options available and how different choices could affect your lifestyle.

Your plan can be reviewed as markets and your priorities change.

Business owners and senior professionals

Your personal finances may be closely linked to your career or company.

We help business owners and senior professionals consider remuneration, pension funding, investments, protection and future exit plans together. This gives you a better view of how commercial decisions could affect your family and longer-term choices.

Where needed, we can work alongside your accountant, solicitor or other professional advisers.

Employers and leadership teams

Employee benefits can support your people while helping your organisation attract and retain talent.

We work with employers to review, design and manage workplace pensions, health and wellbeing benefits, income protection, life cover and financial education.

Your employee benefits package will reflect your culture and budget. Employees will receive information they can understand, while your business gets support with governance and ongoing reviews.

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Why Fintrel was Founded

Fintrel was founded with a clear idea of what financial planning should look and feel like.

It should start with listening. Advice should be independent, personal and shaped around the client rather than a product. People should understand what’s being recommended and feel able to question it.

Most importantly, financial planning should be built around an ongoing relationship.

You may first come to us with one decision to make. Over time, your family, work, business and ambitions may change. Our role is to understand those changes and help keep your plan working for you.

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Independent Financial Advice Backed by Powerful Technology

Fintrel is an authorised representative of Benchmark, who provides the technology, systems and infrastructure behind our financial planning service. Benchmark is part of Schroders, a FTSE-listed financial services group. Its tools help us manage information securely, keep processes organised and deliver a more efficient service.

Fintrel remains responsible for your planning advice and your relationship with us. Our recommendations stay independent, with no requirement to use a restricted product range.

This gives you personal advice from the Fintrel team, supported by established technology and infrastructure behind the scenes.

A Relationship That Develops with You

Your first conversation with Fintrel may focus on a pension, an investment, business protection or an employee benefits review. But financial decisions rarely standalone.

As we get to know you, we can help you understand the connections and look at what may need attention next. You can begin with the support you need today, knowing there’s a team available when life changes or your plans develop.

Let’s Talk About What Comes Next

Tell us what you’re planning, what’s changing or what you’d like to understand better. We’ll listen and explain where we may be able to help. You’ll have next steps outlined, without obligation or pressure to make a decision.

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Let’s Talk About What Comes Next

Important information

The information on this page is for general guidance only and does not constitute personal financial advice. We recommend seeking advice tailored to your individual circumstances before making financial decisions.

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

The Financial Conduct Authority does not regulate tax planning or trust planning.