Welcome
Now is a perfect time to get down to sorting out your financial life. Have a look at our site and, if you think that we may be the right people to help you, please give us a call.
Please take a little time to read about our services and to appreciate the things that differentiate us from many other financial advisers.
We are a boutique fee-based financial planning business. As such we work closely with a limited number of clients, over a period of time, to help them achieve their particular goals in life whether this involves retirement planning, inheritance tax planning or simply helping them to understand their financial situation in the context of their objectives.
Direction Financial Planning has been recognised by Institute of Financial Planning (the professional body for financial planners in UK) as an Accredited Financial Planning FirmTM: the Institute awards this title only to firms which it has assessed as demonstrating the highest professional standards in financial planning service and advice to its clients.
The Direction team are highly qualified professionals but we do not lose sight of the fact that it is the quality of service that we provide that is most important to our clients.
Please click here to read about what makes Direction different.
Newsflash -
INSTITUTE OF FINANCIAL PLANNING RECOGNISES DIRECTION FINANCIAL PLANNING AS AN ACCREDITED FINANCIAL PLANNING FIRMTM.
1st MARCH 2012. DIRECTION RELOCATE TO SUPER NEW OFFICES AT RUMWELL HALL. WE LOOK FORWARD TO WELCOMING CLIENTS HERE FOR MEETINGS.
OCTOBER 2011 JANE WHEELER IS NAMED AS RUNNER UP IN THREE CATEGORIES IN THE FT MONEY MANAGEMENT FINANCIAL PLANNER OR THE YEAR AWARDS.
MARCH 2011 SIMON POOLE BECOMES ONE OF THE FIRST TO BE AWARED IFP ACCREDITED PARAPLANNER DESIGNATION.
FEBRUARY 2011 DIRECTION FINANCIAL PLANNING SHORTLISTED FOR PROFESSIONAL ADVISER'S BEST SMALL ADVISER FIRM AWARD
