About us

Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but what we really believe is that communication is the most important part of the relationship that we have with our clients. Our service is completely transparent and our commitment to our clients is key. We take our responsibilities to you seriously – after all, understanding you and your goals is the linchpin of effective inter generational financial planning.

Straight Talk Financial Planning Ltd commenced trading in 2006 as the latest successful independent financial advisory venture of our director David Stewart. Since then the company has grown and expanded its team and its offering to its current incarnation. Our current IFA, Wills and case processing team have a combined industry experience of over 90 years. We cover areas from Poole to Portsmouth and up to North Hampshire.

Fees:

Straight Talk Financial Planning’s fee structure is clear and is given to every new client at the first meeting. Straight Talk Financial Planning does not receive commission form the companies it recommends, other than when arranging Life Assurance Policies. Fees are agreed in advance of any work taking place. If you feel that you would value the quality of relationship Straight Talk Financial Planning offers please contact us today.

After a long search for a pension advisor who could actively and professionally manage our company pension scheme, I contacted Straight Talk Financial Planning in February 2013. From the outset, I found David and his team to be extremely professional and competent in all they do, and their knowledge, expertise and communication throughout the last 5 and a half years has been excellent.
Garrick Gregory, CEO, 2CL Communications Ltd
I have found the service and advice given by Straight Talk have always been given and explained in a thorough and efficient manner. David is always able to accommodate any calls and meetings in a fast and at times taking in an evening appointment to discuss any queries and advise necessary. I consider the approximate eight years of having Straight Talk taking care of my pension as time well spent.
Mike Nicholas
Having a number of pensions and not a clue what was the best step going forward, I handed all the paperwork over to David & the team to sort out. Both were professional, friendly and I was kept informed every step of the way. Caroline handled mine and my husbands Will writing from start to finish, she made sure that we both understood the whole process and all the jargon that comes with it. Working with David, Caroline & the team has been a pleasure – I would not hesitate to recommend them and I look forward to being a long standing client going forward.
Kate Browning, Honeypot Children's Charity
Until meeting David and Straight Talk Financial Planning I’d had a very mixed experience concerning IFAs, including one quite disastrous one. David’s approach was completely different, not only taking the time and effort to explain the process, but demonstratively actively monitoring the progress of my pension funds and reporting back on a quarterly basis; I greatly appreciate this attention to detail. David’s finger-on-the-pulse has kept my pension growing above the benchmark and there is nowhere else I would want my pension funds to be.
Simon Chadwick, Ceratopia
I wanted to thank you for providing me personally with a very thorough and in-depth pension review.

You took considerable time during our meeting to be able to demonstrate how my pension investments would perform based on the risk profile that you had identified me as holding.

The outcome of the meeting was that I felt entirely confident in your knowledge and professionalism in handling my personal investments and transferred the funds entirely for Straight Talk to manage on my behalf.
Deborah Witcomb, Managing Director, HR Pro Consulting Ltd

Blog & Advice Centres
Families of the future

I had an interesting conversation with a solicitor today (yes, that happens). Among many other things we spoke briefly about the ever-changing nature of family. In our line of work.
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Blog & Advice Centres
Monday Musing 22/06/2020

I have to say that I have had a fairly trauma free lock down in that although I have not been able to meet with my clients, being able to.
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Blog & Advice Centres
Can you sign and witness your Wills effectively during Coronavirus? Yes. You can.

Its undoubtedly true that COVID-19 has had a massive impact on all of our lives and made some things more difficult. At STEP we are still working, from home, but.
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Blog & Advice Centres
Monday Musings 14/04/2020

Yes, I know its Tuesday Mike but I wrote most of this yesterday. It’s quite interesting to see how the markets are keen to grasp at any good news that.
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