What is financial planning?
Better understand how we work as financial planners and the benefits to you.
We go beyond just investments
You may have noticed that we call ourselves “financial planners”. Not “financial advisers”. So, what is the difference?
As financial planners, we take a more comprehensive approach to your financial situation by considering aspects of your individual and family’s finances. We work to create a cohesive financial plan that aligns with your goals and values and develop a long-term financial strategy.
We get the job done
To reinforce our reputation as financial planners, the Chartered Insurance Institute has awarded us the prestigious Chartered status. As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values.
That’s not all we have to shout about, as all three of our financial planners also hold individual Chartered status.
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Griffins Financial Solutions Limited is authorised and regulated by The Financial Conduct Authority. Griffins Financial Solutions Limited is entered on the FCA register under reference: 118099. Registered office address: Elizabeth House, 13-19 London Road, Newbury, Berkshire, RG14 1JL. Registered in England. No: 01529690.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
The Financial Conduct Authority do not regulate tax planning, trusts or will writing.
The Financial Conduct Authority do not regulate tax planning.
The value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.
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