Financial Planning that Feels Clear From the Start

A personal, independent approach from the first conversation

Good financial planning starts with understanding your goals. We take time to learn what matters to you and your family before explaining the next steps.

You’ll stay involved throughout, with clear updates and plenty of opportunity to ask questions.

We listen before we plan

We won’t arrive with a ready-made solution. We’ll first learn about your circumstances and priorities. You’ll have time to explain what you want to achieve and what’s prompted you to seek advice now, giving us the context needed to recommend options for the way forward.

Your interests guide the plan

Fintrel is an independent financial planning business. We aren’t restricted to one provider or a limited product range. Recommendations are based on what may be suitable for your circumstances and goals.

You’ll understand what’s being recommended and why. We’ll be transparent about any fees and you will know what it will cost before making a decision.

You’ll get straightforward explanations

Financial planning can involve complex products and tax considerations. You shouldn’t have to untangle them alone.

We’ll explain your options in plain English and relate them to the outcomes that matter to you. Where appropriate, we’ll show costs, risks and possible effects in pounds and pence.

You can ask questions at any stage. We’ll take the time to talk things through.

We look at the wider picture

We’ll consider how the different parts of your financial plan fit together rather than treating each one in isolation.

  • A decision about pensions can affect tax
  • Business planning can shape personal wealth
  • Protection and estate planning may influence what happens to your family or company later

With your consent, we can coordinate with your accountant, solicitor or other advisers. This helps keep decisions aligned and reduces the work you need to manage yourself.

We help put the plan into action

You won’t be left with recommendations and a list of tasks to complete alone.

We’ll carry out the research, organise applications and manage the paperwork needed to move your plan forward. For employers, this may also include provider coordination, scheme reviews and employee communications.

You’ll receive updates along the way, so you know what’s happening and what comes next.

You remain in control

Our role is to help you make informed decisions, not make them for you. We’ll set out the options and give you the time you need to consider them. There’s no pressure to proceed and no product pushing.

You decide what feels right for you.

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Our Values

Independent

You receive advice based on your needs, without product bias.

Client first

Your goals set the direction and guide the decisions we make together.

Trustworthy

We’ll be open about our recommendations, keep you informed and act in your best interests.

Approachable

You can ask questions and expect a clear, thoughtful response.

Transparent

You’ll know what you’re paying, what the service includes and why it has been recommended.

Personal

Your plan reflects your life, family, business and priorities. It can adapt as they change.

Joined up

We consider the full picture and work with your other professional advisers where it benefits you.

Proactive

Regular reviews help identify issues and opportunities before they become urgent.

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Support That Fits Your Circumstances

The right level of support depends on how complex your finances are and how you prefer to work.

Our Access Planning Service offers structured, remote financial planning for clients with relatively straightforward needs.

The Premier Planning Service is designed for people with more moving parts. This may include business interests, trusts or estate planning. Premier clients have a named financial planner and client-care contact, with the option of meeting in person or remotely.

We’ll explain which service may be suitable and what it includes before you make a decision.

Compare our planning services
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.