Why Freedom Financial ?

  • We believe...

    ...in building long-term relationships with our clients to give them peace of mind.

  • We believe...

    ...in providing practical advice that makes sense.

  • We believe...

    ...in providing a service that our clients can rely on.

  • We DO NOT believe...

    ...in a hard sell, jargon or poor service.

Freedom Financial Planning Limited is an appointed representative of Sanlam Partnerships Ltd, which is authorised and regulated by the Financial Conduct Authority. Sanlam Partnerships Ltd is entered on the FCA (http://www.fca.org.uk/register under 563682.

You can check our own FCA registration under reference 522712.

The decisions should not be taken based solely on the content of the website and individual advice should be sought first.

Regulations, levels and bases of taxation are subject to change.

The firm is not responsible for the content of external links.

Freedom Financial Planning Limited adheres to and subscribes to the Financial Ombudsman Service. For full details of their service CLICK HERE or contact us for further information.

Freedom Financial Latest News

Market update – June 2020

Markets have bounced back much faster than anticipated from the dramatic falls at the start of the Coronavirus crisis. In the US, the tech-dominated NASDAQ Index hit a record high on 23 June, while the more evenly weighted S&P500 Index managed to return to December 2019 levels. The rapid recovery Read the full article…

The MPAA

The MPAA (Money Purchase Annual Allowance) was introduced in April 2015 alongside the new pension freedom rules. It was designed to discourage individuals from taking money out of a pension to then re-invest in another pension, building up a further tax-free lump sum. The MPAA limits the amount of money Read the full article…

View More News

What Our Clients Think...

“Dear Emma,

My husband and I wish to thank you for your quality service. The financial market was unfamiliar to us and felt overwhelming. Thankfully we had you to take us through it step by step. We also appreciated how patient you were when answering all our questions.

Thanks again for your professionalism and efficiency.”

J Gorman

“Hi Emma

Just wanted to say thank you so much for managing this whole process for me.

You have given me peace of mind for the future and I can’t thank you enough for that, and to be able to give my children a gift means the world to me. It’s been an absolute pleasure meeting you.”

Cathy

“The annual review was really useful and answered all my questions. From year to year I don’t feel the need to worry about my pension, because you do the worrying for me – I really appreciate that.”

C Morrissey

“Meeting with Emma for a review of my pension arrangements is one of the best things I have done. It has given me peace of mind that my pension needs are being professionally managed.”

P Green

“Emma has provided me, my family and several relations with financial advice on several occasions over the last number of years. This has resulted in me saving money and receiving a better level of cover. Emma is very easy to work with and took the time to explain the ins and outs of the financial services we required without any pressure. Emma over delivers on service and I have no hesitation in using Emma’s financial services again. I recommend you have Emma perform a financial review with you.”

R Craythorne

Please have a look at our client testimonials and client charter, which sets out the way in which we look after our clients.

View Testimonials | View Client Charter