Welcome to Old House Financial Planning

We provide advice across a wide range of financial services with a particular focus on clients nearing or in retirement looking to maximise their income from pensions and investments.

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Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services

Want to know more?

Call us for a friendly chat on 01285 862244 or email: help@oldhousefinancial.co.uk