Background to Trusted Planning

The directors of Trusted Planning Ltd have strived for excellence throughout their careers, most of their experience having been gained in a professional not sales driven environment.

We’ve implemented what we know to be good and avoided practices that are bad, culminating in a proposition which we know to be exceptional.

Very few firms take enough interest in their clients and what’s really important to them. We tailor our services to our client’s objectives in life, making sure their finances are arranged to help meet or exceed them.

We’ve developed our services, processes and procedures with the aim of not only exceeding the requirements of the FCA, BS8577:2012, BS ISO22222:2005 and for Chartered Financial Planner Firm status but of consistently exceeding our clients’ expectations.

We actively encourage feedback from our clients and strive to continually improve.

We are independent financial advisers, directly authorised by the Financial Conduct Authority. The company is the only BS:8577 certified firm in the region. All of our advisers are Chartered Financial Planners, Chartered Members of the Chartered Institute of Securities & Investment, Certified Financial Planners and BS ISO:22222:2005 accredited.