Principal Financial Planning

Established in 2009 following the closure of Grosvenor (FP) Ltd, Principal Financial Planning Ltd forms a comprehensive framework of financial service provision for our clients, underpinned by rigorous best practice. This framework has allowed other experienced practitioners to build their own practice within ours and means that we can provide a co... mplete financial planning solution to both individuals and companies, drawing on these different specialist skills and experiences. Through this network of practitioners, the Principal brand is known and trusted by more than 2,000 clients. As Independent Financial Advisers, we act on behalf of our clients and we are bound by our regulators to offer most appropriate advice, according to the concept of suitability. This helps to ensure that the most suitable products and services are identified and recommended to meet the clients specific requirements, in contrast to the sales staff of some financial institutions and tied agents. We are regulated by the Financial Services Authority and advise on a vast range of products from all the major UK Life Companies, Lending Institutions and Investment Houses, spanning every aspect of Pensions, Life Assurance, Mortgages, Investments and Protection including: Life Assurance/Protection Family Protection Business Assurance Lump Sum Investment Regular Savings Inheritance Tax Mitigation Pensions and Retirement Planning Income Protection Redundancy Counselling School Fees/Higher Education Funding Residential & Investment Mortgages Equity Release Schemes Tax Incentive VehiclesRead More