Define Financial Planning is an independent financial advice consultancy. We’re not tied to any financial service providers so we can give you 100% independent, tailored financial advice you can trust.
We offer a boutique service and look after a select number of clients. These tend to be people with higher incomes or with more than average capital. We help them resolve often complicated financial situations, as well as more straightforward matters.
We take time to get to know you face-to-face. We believe this is the best way to build trust and confidence; it gives you chance to get to know us too. With a clear idea of your circumstances, and lifestyle, we can give you advice that’s tailored to your needs.
Don’t worry if you find financial planning confusing or if you haven’t the time to find out more. We take the complexity out of investments so you can make truly informed decisions.
Many of our clients are business owners or company directors. We’ve advised them on corporate finance such as group pensions and income protection, as well as their personal investments.
We’re here to advise and support you as much or as little as you need. And we’re happy to work with your other professional advisors such as your accountant and solicitor.
Customer service is a concept we truly understand. We’re not happy simply meeting our clients’ expectations: we want to exceed them.
We charge for the service we provide; not for the products we sell. We agree service levels with you so you know what to expect and have something to measure us against.
So when we say our service is first class we really mean it. It’s why our clients stay with us.
In feedback from our clients one word crops up again and again: integrity. It’s through our integrity that we’ve built strong, long-term relationships with clients who trust us to manage their savings, investments and financial planning. What’s more, they are happy to recommend us to their family, friends, and colleagues. Define has grown mainly through personal recommendations from clients who have benefited from our advice.