REGISTER OF. Accredited Financial Planning Firms TM
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1 REGISTER OF Accredited Financial Planning Firms TM
2 The Institute of Financial Planning s Accredited Financial Planning Firm TM register holds the contact details of firms who: meet IFP s strict criteria for the delivery of a comprehensive Financial Planning service have demonstrated their commitment to a professional code of ethics and practice standards ensure that their Financial Planning service is delivered by highly qualified practitioners If you re looking for Financial Planning service from a firm like this, take your pick from the register below.
3 Accredited Financial Planning Firms TM Register 1ST CHARTERED FINANCIAL PLANNING Telephone: Address: Charter House, 171a Wigan Road, Euxton, Chorley, Lancashire PR7 6JH Website: Regions Served: North West BAIGRIE DAVIES AND COMPANY LIMITED Telephone: Address: 25 City Road, London EC1Y 1AA Website: BLOOMSBURY FINANCIAL PLANNING Telephone: Address: New Broad Street House, 35 New Broad Street, London EC2M 1NH Website: BOULTERBOWEN WEALTHCARE Telephone: Address: 1 Charlotte Mews, Pavillion Place, Exeter EX2 4HA Website: Regions Served: South West BOURLET FINANCIAL PLANNING LIMITED Telephone: Address: Hartham Park, Corsham, Wiltshire SN13 0RP Website: South West
4 BROADWAY FINANCIAL PLANNING LIMITED Telephone: Address: 9 Church Street, Broadway, Worcs WR12 7AE Website: South West Midlands BROOK-DOBSON BREAR LIMITED Telephone: Address: 3 Greengate, Cardale Park, Harrogate HG3 1GY Website: Midlands North West North East DUNHAM FINANCIAL SERVICES LIMITED Telephone: Address: Suite 15, Cross Street Court, 11/13 Cross Street, Peterborough PE1 1XA Website: Midlands ELDON FINANCIAL PLANNING LIMITED Telephone: Address: Innovation House, Longfield Road, South Church Enterprise Park, Bishop Auckland, Co Durham DL14 6XB Website: Regions Served: North East FISCAL ENGINEERS Telephone: Address: 22a The Ropewalk, Nottingham NG1 5DT Website: Regions Served: Midlands FORT FINANCIAL PLANNING LIMITED Telephone: Address: Bradford House, Bradford Road, Sherborne, Dorset DT9 6BP Website: South West
5 FORTITUDE FINANCIAL PLANNING LIMITED Telephone: Address: 4 Selby Barns, Duncote, Towcester, Northants NN12 8AL Website: Midlands FORTY TWO WEALTH MANAGEMENT LLP Telephone: Address: Lochinch House, 1st Floor, 86 Dumbreck Road, Glasgow G41 4SN Website: Scotland INDEX WEALTH MANAGEMENT Telephone: Address: Index House, 35 Little Aston Hall, Aldridge Road, Little Aston, Sutton Coldfield B74 3BH Website: Regions Served: Midlands JOHN LAMB LLP Telephone: Address: 34 Southwark Bridge Road, London SE1 9EU Website: LUMEN FINANCIAL PLANNING LTD Telephone: Address: 7 Silverwood Industrial Area, Silverwood Road, Lurgan, Co Armagh BT66 6LN Website: Regions Served: Northern Ireland MAZARS FINANCIAL PLANNING LTD Telephone: Address: Tower Bridge House, St Katherines Way, London E1W 1DD Website: South West Midlands Wales North West North East Scotland
6 MORTON-WILSON LIMITED Telephone: Address: The White House, Hilltop, Ombersley, Worcestershire WR9 0ES Website: Midlands NAVIGATOR FINANCIAL PLANNING LIMITED Telephone: Address: 3b Milltown Hill, Warrenpoint, Newey BT84 3QY Website: Scotland Northern Ireland PAGE RUSSELL LIMITED Telephone: Address: 14 Forbes Business Centre, Kempson Way, Bury St Edmunds IP32 7AR Website: PARADIGM NORTON FINANCIAL PLANNING LIMITED Telephone: Address: Paradigm House, Macrae Road, Ham Green, Bristol BS20 0DD Website: South West PENGUIN Telephone: Address: 2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN Website: Regions Served: Wales PERCEPTIVE PLANNING LIMITED Telephone: Address: New Broad Street House, 35 New Broad Street, London EC2M 1NH Website:
7 PIERCEFIELD ASSET MANAGEMENT LIMITED Telephone: Address: Trym Lodge, 1 Henbury Road, Bristol BS9 3HQ Website: South West Midlands Wales PLANNING FOR LIFE LIMITED Telephone: Address: 2 Bondgate, Helmsley, York YO62 5BR Website: Regions Served: North East PRESTWOOD ETHERIDGE & RUSSELL LIMITED Telephone: Address: Beauchamp House, Prestwood, Stourbridge DY7 5AF Website: Regions Served: South West Midlands SMART FINANCIAL PLANNING LTD Telephone: Address: Fairbank House, Ashley Road, Altrincham, Cheshire WA14 3PP Website: North West Scotland STAFFORD & CO Telephone: Address: The Red House, Bluecoats, Hertford, HERTS SG14 1AX Website:
8 Accredited Financial Planning Firms TM Register Map of the UK LONDON & SOUTH EAST Baigrie Davies and Company Ltd Bloomsbury Financial Planning Bourlet Financial Planning Ltd Broadway Financial Planning Ltd Brook-Dobson Brear Ltd Dunham Financial Services Ltd Fort Financial Planning Ltd Fortitude Financial Planning Ltd Forty Two Wealth Management LLP John Lamb LLP Morton-Wilson Ltd Navigator Financial Planning Ltd Page Russell Ltd Paradigm Norton Financial Planning Ltd Perceptive Planning Ltd Piercefield Asset Management Ltd Smart Financial Planning Ltd Stafford and Co Northern Ireland Scotland North West North East Midlands MIDLANDS Broadway Financial Planning Ltd Brook-Dobson Brear Ltd Dunham Financial Services Ltd Fiscal Engineers Fortitude Financial Planning Ltd Index Wealth Management Morton-Wilson Ltd Piercefield Asset Management Ltd Prestwood Etheridge & Russell Ltd Wales South West London & South East NORTH EAST Brook-Dobson Brear Ltd Eldon Financial Planning Limited Planning for Life Ltd NORTHERN IRELAND Lumen Financial Planning Ltd Navigator Financial Planning Ltd NORTH WEST 1st Chartered Financial Planning Brook-Dobson Brear Ltd Smart Financial Planning Ltd SCOTLAND Forty Two Wealth Management LLP Navigator Financial Planning Ltd Smart Financial Planning Ltd SOUTH WEST BoulterBowen WealthCare Bourlet Financial Planning Ltd Broadway Financial Planning Ltd Fort Financial Planning Ltd Paradigm Norton Financial Planning Ltd Piercefield Asset Management Ltd Prestwood Etheridge & Russell Ltd Continued overleaf
9 Accredited Financial Planning Firms TM Register Map of the UK WALES Penguin Piercefield Asset Management Ltd Scotland Northern Ireland North West North East Midlands Wales South West London & South East
10 Institute of Financial Planning Whitefriars Centre, Lewins Mead, Bristol BS1 2NT T: F:
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Historical qualifications for practitioner psychologists can be either:
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