Choice Financial Planning

Our Independent Financial Advisers specialise in working with certain types of clients.

This allows us to have a deep understanding of your financial problems and challenges, as well as the possible solutions.

We work best with clients who want a long-term relationship and who value independent financial advice. This allows us to understand your financial objectives and put in place a plan to achieve them, which should be reviewed on a regular basis.

Senior executives & high earners

You enjoy a higher than average income, but this brings with it unique pressures, challenges and concerns.

Read More

People with final salary pensions

New rules mean people with Final Salary pensions now have more choices than ever before, but expert advice is essential.

Read More

People retiring soon

Used wisely, the new Pension Freedoms rules can give you far more flexibility and a more financially secure retirement.

Read More

Company directors & business owners

We understand that your personal and financial futures are closely aligned and both need expert advice.

Read More

Divorcees

The end of any relationship is bound to be an emotional time, sorting the finances can be particularly difficult.

Read More

People who have already retired

The new Pension Freedom rules mean now is the perfect time to review the decisions you made when you finished work.

Read More

Learn more...

Final salary transfers
Investment bonds
Investment portfolio solutions (IPS)
ISAs
Ongoing Service
Portfolio planning
Unit Trusts & OEICs
VCT & EIS

"Thank you for the recent visit and the advice that you provided. It is reassuring to see that the money we have invested is working for our future needs. We would like to express out thanks for your work on our behalf over the past few years. Choice Financial Solutions have provided an excellent professional service and clearly have their clients’ interests at heart."


David & Debbie Kent

"This is the second time I have used Choice Financial Solutions and I am pleased to say I would still recommend them. I was kept informed of progress and the advice provided was given in plain English."


Louise Fareham

"Choice Financial Solutions have been advising me for 10 years. Subsequently, Terry Collins has been working with me to review my pension arrangements as he advised me that my capital was at risk, leaving me in a vulnerable situation. He has also helped me post redundancy regarding the best way to organise my entire financial portfolio. He is a true professional and I cannot thank him enough."


Mark Southampton

View our latest news

Breaking Bad Season 5 ep 8 Walter and piles of money How much is enough?

I have recently been re-watching the US TV Series ‘Breaking Bad’ (yes, it is that good).  For those not familiar…

Read More