Our Approach
We provide independent financial advice to both individuals and businesses on a fee or commission basis, our first consultation is always free.
We understand that by appointing us as your independent financial advisers you are placing your trust in us. Our advisers are highly qualified and operate to strict ethical guidelines. Among other things they are required to:
- explain clearly the areas on which they advise and the services they offer
- act in your best interests at all times and with total integrity
- discuss and agree fees and payment options in advance, before undertaking any work you ask them to do.
We offer different levels of services, all of which have the flexibility to be tailored to suit your particular requirements and the complexity of your financial circumstances.
To gain a complete picture of your overall financial position you must make sure you give us all the facts about your current circumstances, income, expenditure, savings, investments, insurance, and all other relevant information.
This will enable us to research recommendations tailored to your financial needs and goals.
Clients of PFP are provided with access to their investments via our secure client portal:
Download the True Potential App:
BBC News – Business
- On The Beach pulls all summer holidays from sale
- Colonial Pipeline: US petrol prices hit seven-year high
- UK economy picks up as lockdown restrictions ease
- US inflation sees biggest jump since 2008
- Heathrow Airport could divert aircraft to ease crowding
- Amazon has €250m 'back taxes' overturned in court
- Renters seize on lower costs to live in UK cities
- Myanmar coup: Firms quit office block with military ties
- US petrol supplies tighten after Colonial Pipeline hack
- 'I was due an £82-a-week state pension but got nothing'
