About us

Fresh Perspective Financial Planning is an Independent,
Chartered firm of financial planners.

We take our independence seriously as it means we can review the whole market in order to find the best solutions to meet your financial needs. Our independence means that we remain totally unbiased and can always act in your best interests. Our ethos is different to many other financial services firms in that we put our clients at the heart of what we do.

We offer a comprehensive financial planning and wealth management service built around our cornerstones of:

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Our aims are simple:

To provide you with the peace of mind that your financial planning needs are being well looked after.

To help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

We will listen to you as we want to truly understand what you hope to achieve with your financial resources, offering innovative solutions and a service tailored to individual needs.