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.