At Fielding Financial Planning Ltd our aim is to help you identify, achieve and maintain your desired lifestyle through professional and sound financial advice.
Independent and Impartial Advice: Since we are independent and privately owned, we are impartial to products and providers. What that means is that we can act on your behalf, research the market and create bespoke solutions that suit your requirements.
Thorough Assessments and Smart Solutions: When we create proposals for you, we keep in mind a number of factors such as your financial goals, risk appetite, liquidity needs, future income, life stages and key milestones. We help you prioritise your financial objectives and ensure a clever balance of your income, expenditure and future plans.
Liaising with Professionals Connections: We are happy to liaise on your behalf with professionals, such as your accountants, tax specialists and solicitors. Our friendly staff are happy to assist you if you need to raise a tax-related concern with HMRC or provide investment details to your accountant for the purpose of tax returns in order to save you valuable time. The Financial Conduct Authority does not regulate Inheritance Tax. Taxation Planning and Estate Planning
Caring & Family-Oriented Approach: Our family values have greatly influenced the way we treat our staff as well as our clients. John will advise and support you on your personal and family finances. We always urge our clients to share with us the significant milestones in their lives. For instance, a house move, purchase of a second home, birth or adoption of a child, change in employment, redundancy, retirement or a bereavement. We can then review your financial objectives accordingly and provide you with any necessary assistance.
Free, No-Obligation Introductory Consultation: All you need to do is set aside an hour to meet with John who will review your existing financial situation and provide a realistic assessment of your short-term and long-term financial goals. At the end of this meeting there will be no charge to you and no obligation to proceed.
Fielding Financial Planning Ltd is committed to working with you in the manner you choose and can afford. We will inform you about the cost of our advice before carrying out any chargeable work. For further details on how we work, what we charge and payment options, click here.
Don’t let the fear of losing be greater than the excitement of winning.
We make a living by what we get, but we make a life by what we give.
October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.
We offer a wide range of tailored services. Below are the main services that we provide.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Fielding Financial Planning Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826. Fielding Financial Planning Ltd is registered in Northern Ireland under reference N1611530. Registered company address: Unit 4, 16 Prince Regent Road, Belfast, BT5 6QR
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