1801 Financial Planning has many years of experience providing financial planning advice to individuals, families, and businesses.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and implement tailored financial plans to address those needs.
At 1801 Financial Planning we pride ourselves on the friendly and approachable nature we have towards our clients. Therefore, you can expect to be assisted every step of the way in your journey to achieving your financial goals and requirements.
I have provided independent financial advice to personal and corporate clients for nearly 20 years, having started my financial services career with a high street bank in the late nineties. Working within the private bank for 15 years, I set out on the path of starting my own financial services company in 2013. Following a successful 8 years, I have now started the process again with a smaller more bespoke offering. Utilising the regulatory and compliance framework of Sandringham, I am able to spend significant time with my clients outlining and planning for their personal and financial objectives. Offering advice across all areas, from pension and investments to complex inheritance tax solutions, I pride myself in establishing long lasting personal relationships with my clients.
In addition to helping my clients achieve their objectives, most of my spare time is spent with my family. With four children, this can be exceptionally busy but is a time I thoroughly enjoy. Born and bred in the midlands I am a keen follower of Aston Villa football club and love a good movie. I’m also an avid traveller and love experiencing different parts of the world with my family.
To find out more, please call us on 0121 728 2343 or email us at info@1801fp.com