Financial Planning Corporation
Financial ServicesView the employees at
Financial Planning Corporation-
Stephen Caffrey Chartered Financial Planner (ALIBF) at The Financial Planning Corporation
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Top 10%
Paul Welsh Senior Adviser at FPC LLP. Chartered Financial Planner and Certified Financial Planner.-
Ainsdale, England, United Kingdom
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Rising Star
Bernice Blundell Partner at FPC LLP-
Top 10%
Helen Thomas FPFS Chartered Financial Planner | Education Champion | IIL Careers Chair | Financial Liverpool Communications Officer-
Greater Liverpool Area
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Rising Star
Dean Gough Head of Operations at Financial Planning Corporation LLP-
Greater Liverpool Area
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Rising Star
Overview
For over 40 years FPC has been helping business owners, senior executives and private investors achieve and maintain financial independence, provide for those who rely on them, and live life well. Our areas of expertise include specialist advice on investment planning, pensions, retirement planning, business exit or succession planning, estate planning, philanthropy, and managing major life changes such as bereavement or divorce. Our independent status means our clients get unbiased, best advice – always. FPC was also one of the first financial planning firms in the UK to be awarded Chartered Status in 2008. Regarded as the ‘gold standard’ in our sector, Chartered status demonstrates a high standard of professionalism and acts as evidence of our commitment to excellence for our clients, partners, and employees. New clients often approach us at a critical point when an event such as a potential sale of a business, life or career change or even just a big birthday triggers the desire to take stock and make sure they are making the most of their position. Financial planning isn’t just about numbers – it’s about people, relationships, and trust and we earn that trust through a continued determination to go above and beyond for our clients. To find out more about how we might be able to help you please do get in touch, and follow this page for news and updates from the FPC team
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