Embassy Financial Planning

Established in 1988, Embassy Financial Planning Limited has established itself as a trusted and respected financial planning practice in the London area. Our team of experienced professionals provide comprehensive and personalized financial guidance to individuals and families across diverse financial situations.

Retirement Planning & Pensions

We assist you in planning for a secure and comfortable retirement through:

• Comprehensive pension reviews and analysis
• Personalized retirement planning strategies
• Guidance on maximizing state pension and private pension schemes
• Advice on how to take advantage of the new Pension Freedoms

Investment & Wealth Management

Our experienced investment advisors work with you to:

• Develop a tailored investment portfolio based on your individual goals and risk tolerance
• Review existing investments and suggest improvement strategies
• Provide ongoing monitoring and reporting to ensure your portfolio remains aligned with your financial objectives

Property & Wealth Solutions

We offer comprehensive solutions to suit your mortgage, remortgage, and investment needs, including:

• Competitive mortgage sourcing and comparison
• Guidance on equity release and commercial financing
• Expertise in complex situations, high multiples, and adverse credit scenarios

Inheritance & Protection Planning

We help you minimize inheritance tax and protect your assets through:

• Comprehensive estate planning and inheritance tax strategies
• Life insurance review and recommendation
• Trust establishment and gifting guidance

Financial Planning Review

Our comprehensive financial planning review evaluates your existing financial situation across all areas, including:

• Insurance coverage against illness, disability, and death
• Retirement preparedness and investment health
• Estate planning and inheritance tax concerns

Our Commitment

At Embassy Financial Planning Limited, we believe in providing personalized and accessible financial guidance. We take the time to understand your individual needs, concerns, and aspirations. Our friendly and professional team will work with you every step of the way, offering clear communication and transparent advice.