We take seriously our responsibility for ensuring we make appropriate investment recommendations based on sound investment principles. Without the right advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death. Planning for retirement is one of the most important financial decisions you will make in your life.

However, it can seem daunting and requires not just one decision, but a lifetime of them. Established over 30 years ago and continuing to thrive, we receive many referrals from existing clients and other professionals.

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Why Fpp

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Only you can decide if what we offer is for you or not. We never forget that you have a choice. However, we do know that we have many satisfied clients, many of whom have remained clients for over 20 years. We think that says something about us. FPP was established over 30 years ago and continues to thrive, receiving many referrals from existing clients and other professionals, something that also speaks volumes.

Investment Principles

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Very few individuals are in the fortunate position to have sufficient cash to achieve their long term goals. As a result, most people will need to invest money in an attempt to achieve these goals and, as such, will expose their capital to risk. We take seriously our responsibility for ensuring we make appropriate investment recommendations based on sound investment principles.

Our Core Values

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Financial Planning Partners Ltd expects its staff to apply a set of core values in the way that they conduct themselves and deal with members of the public and clients. 2. To act with integrity in fulfilling the responsibilities of your appointment and seek to avoid any acts, omissions or business practices which damage the reputation of Financial Planning Partners Ltd and the financial services industry.

Client Service Charter

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This list is not exhaustive, forms part of and is in addition to our obligations to meet our regulatory requirements in respect of financial advice and the arrangement of financial products on your behalf as well as our commitment to meet the Financial Conduct Authority guidelines on 'Treating Customers Fairly'.

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