Fowler Financial Planning

For any of you who are looking to plan for their future retirement, I would highly recommend Matthew and his team.I recently took the step of investigating the benefits of transferring out a large percentage of my defined benefits pensions into a different scheme. This is not a decision to be taken lightly and I wanted to make sure it was something that was going to work for me and my family. I approached Matthew to help me with this decision.Matthew demonstrated the benefits that it could bring in a pressure free consultation and took me very carefully through a process explaining not only the benefits but also the risks. My portfolio, in conjunction with my wifes pension proved an ideal scenario for this to be a possibility.The triage process I was taken through was really effective and helped me with making the decision to progress to full advice, I felt that the services Matthew provided were excellent. I was kept in up to date with progress at all times, knowing that Matthew would absolutely not have taken this forward without it being something that was the right thing to do.I thank you to Matthew and his team, this has made my dream of retiring earlier than planned a possibility.

I recently had the pleasure of engaging with this highly professional business, and I must say, the experience was exceptional. From the moment I walked through their doors, it was evident that professionalism, combined with a genuine sense of caring for their customers, was at the core of their operations. Highly recommended.

Matt has helped me, my husband and my husband's parents with multiple financial things". Including: organising several of my workplace pensions into one; helping us with our mortgage and advising my in-laws on the best way to invest and manage their savings. Matt explains things in a way that's understandable whatever your level of financial knowledge

Matt and the SJP team are extemely helpful, diligent and very responsive. Superb all round client service and experience!Matt & KarenOrpington, Kent

We have been clients of St James’s Place for over ten years, they have looked after us very well always giving very good financial advice at our annual meetings. During this time our savings have achieved a good level of growth and as a result we are confident that we can look forward to a comfortable retirement!

We needed help planning our retirement whilst paying off our mortgage and supporting our children with house purchases and weddings etc. Although we were well organised (we thought!) Matt listened to our goals, understood what we wanted to achieve and then produced a plan which enabled us to attain our lifestyle goals. Throughout the process he listened to what WE wanted and planned accordingly, regularly checking in with us to ensure we remained on track and were happy. Even lock down did not stop him keeping in touch via excellent use of technology. His team provide excellent friendly back up and Matt's technical knowledge and calm reassuring manner are second to none. We have now moved house, retired, payed off our mortgage and supported our children as we wanted, and look forward to the next stage in our lives knowing that Matt has our back. We have no hesitation in recommending his services. We are proud he is our son, but when dealing with us professionally"

Full disclosure: I am an employee and client of Fowler Financial Planning.My experience as a client has been excellent throughout. Matt, the director and my financial adviser is warm and extremely professional to deal with. The support and knowledge that he has given to me as I negotiate the complex world of personal finance has really enabled me to relax about what is a very stressfull aspect of life. I have had no hesitation in recommending both my family and friends to Fowler Financial planning. If you are in need of quality, uncomplicated financial advice then I can thoroughly recommend Fowler Financial Planning.

Fowler Financial Planning handle several accounts for us covering pension, personal savings and offspring savings. We have trust that our financial needs are catered for and modified as circumstances require with professional consideration at all times.