Helping you plan a bright future!
Helping you plan a bright future!
We provide holistic financial planning that aligns your values with a bespoke strategy.
Our approach integrates comprehensive analysis and personalised guidance, empowering you to make informed decisions for a financial journey that resonates with your unique goals.
Financial Planning
Saving and Investing
Retirement Planning
Protecting your family
Passing on Wealth Inheritance planning
We'd love to talk to you about any of your financial needs or upcoming life events, contact us to book a no-obligation initial consultation.
We have a commitment to ethics and integrity, and you can count on us for expert recommendations and trusted guidance.
We cultivate enduring relationships based on trust, and our team distinguishes itself through a commitment to personalised service, tailored solutions and a relentless pursuit of your financial success.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
We help clients feel prepared. A well crafted plan serves as a guide for achieving short and long-term goals, managing risk and ensuring a secure financial foundation. It provides clarity on budgeting, saving, investing and retirement strategies.
It should start with your goals and objectives, and then go on to consider your budget, available emergency funds, debt management, investment strategy, retirement planning, tax planning, insurance needs, and protecting you and your family.
A financial plan should adapt to life's changes, offering flexibility and resilience in the face of uncertainties and upcoming life events. Typically, meeting every 12 months allows us to stay on top of your financial goals.
It's a complete myth that wealth advice is only for the wealthy, or for people with financial knowledge.
At Pallas Financial Planning we believe that everyone can benefit from financial advice, because everyone needs financial advice at some point during their lives.
We take care to tailor our advice to suit your experience and knowledge. There are no silly questions and one of the best outcomes for us is promoting financial awareness alongside our advice.
At the core of our business, we uphold a distinct set of values and ethics. We are unwavering in our commitment to integrity, transparency, and client focus. Our approach to financial advice is grounded in a profound belief that ethical conduct is not just a business strategy but a moral imperative. We prioritise building long-term relationships with our clients, earning their trust through open communication and honest guidance.
We are dedicated to upholding the highest standards of professionalism and confidentiality, ensuring that our clients feel secure and well informed in every financial decision.
By consistently adhering to these values, we not only distinguish ourselves in the financial landscape but also contribute to a more ethical and sustainable future for our clients and communities alike.
Yes, we can help with many types of personal insurance. Life insurance is an important part of planning your estate and protecting your loved ones.
The fees we charge depend on the service and product provided. All fees are transparent and explained to you upfront with no obligation to proceed.
There are no exit fees if you decide to leave us at any time.
We're happy to offer appointments face to face, over the phone or online, at a time that suits you. It all starts with an enquiry, we'd love to hear from you today to kick things off.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get in touch to discuss how we can get you started on a plan to achieve them.
Your details will not be retained for marketing purposes.
Pallas Financial Planning provides expert wealth, protection, and insurance advice. Pallas Financial Planning is a trading name of Cooper and Parks Financial Services Limited and Pallas Financial Planning is the name under which we carry out these services.
Pallas Financial Planning is part of Cooper and Parks Financial Services Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. Cooper and Parks Financial Services was set up in 2011 and has been part of The Openwork Partnership since 2011.
The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and more than 700 appointed representatives based throughout the UK.
Pallas Financial Planning is a trade name of is a trade name of Cooper & Parks Financial Services Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Cooper & Parks Financial Services Limited's Registered Office: Office 3759, 321-323 High Road, Chadwell Heath, Essex, RM6 6AX. Company Registered in England No: 5419120.
The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Approved by The Openwork Partnership
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