Your wealth, our priority
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About Us
At Pettecrew Financial Planning, we are dedicated to helping our clients achieve their financial goals. With years of experience in the financial industry, our team of experts is committed to providing you with expert guidance and support every step of the way. Whether you are looking to grow your wealth, plan for retirement, or protect your family's financial security, we have the expertise and knowledge to help you achieve your goals.
Our Services
At Pettecrew Financial Planning, we offer a range of financial services designed to help you achieve your goals. Our services include:
Investments & Savings
We can provide a review of all your investment arrangements and then review them each year to ensure that they continue to be suitable for your objectives. Our team of experts can help you make the most of your hard-earned assets, providing you with expert guidance and support to help you achieve your financial goals.
Personal & Family Protection
We can help you protect your income and financial security for you and your family in the event of serious illness or death. Our team of experts can provide you with expert advice on how to protect your loved ones and ensure that they are financially secure for years to come.
Tax Planning
At Pettecrew Financial Planning, we understand the importance of tax planning. Our team of experts can help you identify strategies to reduce your tax liability and ensure that you are making the most of your hard-earned money. Whether you are looking to save tax efficiently or ensure that you are utilising annual allowances correctly, we can help you achieve your goals.
Retirement Planning
Whether you are trying to accumulate money for retirement years from now or trying to consider the number of options available at retirement, we can provide you with a tailored plan to meet your needs. Our team of experts can help you plan for your retirement, providing you with expert guidance and support to help you achieve your goals.
Our People
At Pettecrew Financial Planning, we have a team of experienced and qualified professionals who are dedicated to helping you achieve your financial goals. Our team includes:
Stephen Pettecrew
Director and Independent Financial Adviser
Ollie Pettecrew
Paraplanner
Why Choose Us?
At Pettecrew Financial Planning, we pride ourselves on our commitment to excellence, integrity, and professionalism. We are dedicated to providing our clients with expert guidance and support every step of the way. Our team of experts is dedicated to helping you achieve your financial goals, providing you with the expertise and knowledge you need to make informed financial decisions.
We welcome you to contact us to learn more about our services and how we can help you achieve your financial goals.
Overall Experience
The reviewer had an exceptional experience with the team, specifically mentioning Steve, who provided honest and open advice.
Strengths
Excellent Service
The team, including Steve, were excellent in providing guidance and insights, making them a trustworthy source for making important decisions.
Personal Experience
The reviewer personally benefited from the team's expertise, using their advice to make informed decisions about their pension plans.
